Professional Financial Advisors’s Invesco Preferred ETF PGX Stock Holding History

Professional 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
2022 Q4	–	Sell	-1,797	Closed	-$21K	–	349
2022 Q3	$21K	Hold	1,797	–	–	0.01%	222
2022 Q2	$22K	Hold	1,797	–	–	0.01%	221
2022 Q1	$24K	Sell	1,797 -54,440	-97%	-$758K	0.01%	226
2021 Q4	$844K	Sell	56,237 -36,107	-39%	-$538K	0.36%	50
2021 Q3	$1.39M	Sell	92,344 -3,338	-3%	-$50.7K	0.79%	25
2021 Q2	$1.46M	Sell	95,682 -4,141	-4%	-$62.6K	0.8%	24
2021 Q1	$1.5M	Buy	99,823 +16,698	+20%	+$248K	0.93%	23
2020 Q4	$1.27M	Sell	83,125 -2,002	-2%	-$30K	1%	23
2020 Q3	$1.25M	Sell	85,127 -50,554	-37%	-$741K	1.16%	20
2020 Q2	$1.92M	Buy	135,681 +101,077	+292%	+$1.42M	2.51%	10
2020 Q1	$492K	Buy	+34,604	New	+$498K	0.89%	29

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Professional Financial Advisors's PGX Position: Q4 2022 in Review

Professional Financial Advisors sold out of Invesco Preferred ETF (PGX) in Q4 2022, closing a stake of 1,797 shares — an estimated $21K sold.

Professional Financial Advisors first reported a position in PGX in Q1 2020 and held it in 11 quarters. The position peaked at $1.92M in Q2 2020. 496 funds tracked by Wall St. Rank hold PGX as of Q4 2022.

Professional Financial Advisors reported no remaining Invesco Preferred ETF position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 1,797 Invesco Preferred ETF shares in Q4 2022, an estimated $21K.
Professional Financial Advisors first reported a position in Invesco Preferred ETF in Q1 2020 and held it in 11 quarters.
Professional Financial Advisors's Invesco Preferred ETF position peaked at $1.92M in Q2 2020.
496 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.