Ranch Capital Advisors’s Invesco Preferred ETF PGX Stock Holding History

Ranch Capital 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
2021 Q4	–	Sell	-3,580	Closed	-$54K	–	445
2021 Q3	$54K	Hold	3,580	–	–	0.03%	264
2021 Q2	$54K	Hold	3,580	–	–	0.03%	295
2021 Q1	$53K	Hold	3,580	–	–	0.04%	286
2020 Q4	$54K	Hold	3,580	–	–	0.04%	285
2020 Q3	$52K	Hold	3,580	–	–	0.04%	282
2020 Q2	$52K	Hold	3,580	–	–	0.04%	295
2020 Q1	$47K	Sell	3,580 -830	-19%	-$11.9K	0.05%	288
2019 Q4	$66K	Buy	+4,410	New	+$65.8K	0.05%	277

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ranch Capital Advisors's PGX Position: Q4 2021 in Review

Ranch Capital Advisors sold out of Invesco Preferred ETF (PGX) in Q4 2021, closing a stake of 3,580 shares — an estimated $54K sold.

Ranch Capital Advisors first reported a position in PGX in Q4 2019 and held it in 8 quarters. The position peaked at $66K in Q4 2019. 539 funds tracked by Wall St. Rank hold PGX as of Q4 2021.

Ranch Capital Advisors reported no remaining Invesco Preferred ETF position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 3,580 Invesco Preferred ETF shares in Q4 2021, an estimated $54K.
Ranch Capital Advisors first reported a position in Invesco Preferred ETF in Q4 2019 and held it in 8 quarters.
Ranch Capital Advisors's Invesco Preferred ETF position peaked at $66K in Q4 2019.
539 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.