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Retireful LLC’s Invesco Preferred ETF PGX Stock Holding History

Retireful LLC’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
Q2 		– Sell
-251,226
Closed -$2.98M – 137
2024
Q1 		$2.98M Buy
+251,226
New +$2.96M 1.24% 23
2023
Q3 		– Sell
-206,099
Closed -$2.34M – 108
2023
Q2 		$2.34M Buy
206,099
+70,431
+52% +$799K 0.89% 27
2023
Q1 		$1.56M Buy
+135,668
New +$1.63M 0.5% 17
2022
Q3 		– Sell
-21,794
Closed -$269K – 11
2022
Q2 		$269K Buy
+21,794
New +$274K 0.58% 5

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Retireful LLC's PGX Position: Q2 2024 in Review

Retireful LLC sold out of Invesco Preferred ETF (PGX) in Q2 2024, closing a stake of 251,226 shares — an estimated $2.98M sold.

Retireful LLC first reported a position in PGX in Q2 2022 and held it in 4 quarters. The position peaked at $2.98M in Q1 2024. 466 funds tracked by Wall St. Rank hold PGX as of Q2 2024.

  • Retireful LLC reported no remaining Invesco Preferred ETF position as of Q2 2024 after selling out during the quarter.
  • Retireful LLC sold 251,226 Invesco Preferred ETF shares in Q2 2024, an estimated $2.98M.
  • Retireful LLC first reported a position in Invesco Preferred ETF in Q2 2022 and held it in 4 quarters.
  • Retireful LLC's Invesco Preferred ETF position peaked at $2.98M in Q1 2024.
  • 466 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2024.

Based on Retireful LLC's 13F filing for Q2 2024, filed 1 Aug 2024.