RE Dickinson Investment Advisors’s Invesco Preferred ETF PGX Stock Holding History

RE Dickinson Investment 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
2024 Q4	$200	Buy	+13	New	+$156	﹤0.01%	274

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

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

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $69.6M AUM 1.92% 1-Year Est. Return

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RE Dickinson Investment Advisors's PGX Position: Q4 2024 in Review

RE Dickinson Investment Advisors opened a new position in Invesco Preferred ETF (PGX) in Q4 2024: 13 shares worth $200. The stake represents ﹤0.01% of the portfolio and ranks #274 among its holdings.

474 funds tracked by Wall St. Rank hold PGX as of Q4 2024.

RE Dickinson Investment Advisors held 13 shares of Invesco Preferred ETF worth $200 as of Q4 2024.
Invesco Preferred ETF was a new RE Dickinson Investment Advisors position in Q4 2024.
Invesco Preferred ETF made up ﹤0.01% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #274 holding.
474 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.