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Plante Moran Financial Advisors’s Invesco Preferred ETF PGX Stock Holding History

Plante Moran Financial Advisors’s Portfolio PGX Stock Details PGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-395
Closed -$4.55K – 932
2024
Q4 		$4.55K Buy
+395
New +$4.75K ﹤0.01% 700
2023
Q4 		– Sell
-14
Closed -$153 – 893
2023
Q3 		$153 Buy
+14
New +$157 ﹤0.01% 733
2023
Q1 		– Sell
-48
Closed -$537 – 904
2022
Q4 		$537 Buy
+48
New +$555 ﹤0.01% 790
2021
Q1 		– Sell
-292
Closed -$4K – 1104
2020
Q4 		$4K Buy
+292
New +$4.38K ﹤0.01% 723
2019
Q3 		– Sell
-405
Closed -$6K – 896
2019
Q2 		$6K Sell
405
-456
-53% -$6.65K ﹤0.01% 629
2019
Q1 		$12K Buy
+861
New +$12.2K ﹤0.01% 532
2018
Q2 		– Sell
-55
Closed -$1K – 931
2018
Q1 		$1K Buy
+55
New +$802 ﹤0.01% 911
2016
Q4 		– Sell
-11,194
Closed -$169K – 1023
2016
Q3 		$169K Buy
+11,194
New +$171K 0.11% 134
2016
Q1 		– Sell
-122
Closed -$2K – 991
2015
Q4 		$2K Buy
+122
New +$1.8K ﹤0.01% 869

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return