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Reby Advisors’s Invesco Preferred ETF PGX Stock Holding History

Reby 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
2020
Q4 		$301K Buy
+19,704
New +$296K 0.08% 66

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Reby Advisors's PGX Position: Q4 2020 in Review

Reby Advisors opened a new position in Invesco Preferred ETF (PGX) in Q4 2020: 19,704 shares worth $301K. The stake represents 0.08% of the portfolio and ranks #66 among its holdings.

492 funds tracked by Wall St. Rank hold PGX as of Q4 2020.

  • Reby Advisors held 19,704 shares of Invesco Preferred ETF worth $301K as of Q4 2020.
  • Invesco Preferred ETF was a new Reby Advisors position in Q4 2020.
  • Invesco Preferred ETF made up 0.08% of Reby Advisors's portfolio in Q4 2020, its #66 holding.
  • 492 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.