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PrairieView Partners’s Invesco Preferred ETF PGX Stock Holding History

PrairieView Partners’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
2023
Q1 		– Sell
-2,205
Closed -$24K – 476
2022
Q4 		$24K Buy
+2,205
New +$25.5K ﹤0.01% 245

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 $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return

PrairieView Partners's PGX Position: Q1 2023 in Review

PrairieView Partners sold out of Invesco Preferred ETF (PGX) in Q1 2023, closing a stake of 2,205 shares — an estimated $24K sold.

PrairieView Partners first reported a position in PGX in Q4 2022 and held it in 1 quarter. The position peaked at $24K in Q4 2022. 470 funds tracked by Wall St. Rank hold PGX as of Q1 2023.

  • PrairieView Partners reported no remaining Invesco Preferred ETF position as of Q1 2023 after selling out during the quarter.
  • PrairieView Partners sold 2,205 Invesco Preferred ETF shares in Q1 2023, an estimated $24K.
  • PrairieView Partners first reported a position in Invesco Preferred ETF in Q4 2022 and held it in 1 quarter.
  • PrairieView Partners's Invesco Preferred ETF position peaked at $24K in Q4 2022.
  • 470 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2023.

Based on PrairieView Partners's 13F filing for Q1 2023, filed 8 May 2023.