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Regent Peak Wealth Advisors’s Invesco Preferred ETF PGX Stock Holding History

Regent Peak Wealth 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
Q1 		– Sell
-5,840
Closed -$89K – 747
2020
Q4 		$89K Buy
+5,840
New +$87.6K 0.03% 234

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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Regent Peak Wealth Advisors's PGX Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Invesco Preferred ETF (PGX) in Q1 2021, closing a stake of 5,840 shares — an estimated $89K sold.

Regent Peak Wealth Advisors first reported a position in PGX in Q4 2020 and held it in 1 quarter. The position peaked at $89K in Q4 2020. 506 funds tracked by Wall St. Rank hold PGX as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Invesco Preferred ETF position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 5,840 Invesco Preferred ETF shares in Q1 2021, an estimated $89K.
  • Regent Peak Wealth Advisors first reported a position in Invesco Preferred ETF in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Invesco Preferred ETF position peaked at $89K in Q4 2020.
  • 506 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.