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Richwood Investment Advisors’s Invesco Preferred ETF PGX Stock Holding History

Richwood 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
2022
Q1 		– Sell
-300
Closed -$5K – 209
2021
Q4 		$5K Buy
+300
New +$4.47K ﹤0.01% 248

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Richwood Investment Advisors's PGX Position: Q1 2022 in Review

Richwood Investment Advisors sold out of Invesco Preferred ETF (PGX) in Q1 2022, closing a stake of 300 shares — an estimated $5K sold.

Richwood Investment Advisors first reported a position in PGX in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 524 funds tracked by Wall St. Rank hold PGX as of Q1 2022.

  • Richwood Investment Advisors reported no remaining Invesco Preferred ETF position as of Q1 2022 after selling out during the quarter.
  • Richwood Investment Advisors sold 300 Invesco Preferred ETF shares in Q1 2022, an estimated $5K.
  • Richwood Investment Advisors first reported a position in Invesco Preferred ETF in Q4 2021 and held it in 1 quarter.
  • Richwood Investment Advisors's Invesco Preferred ETF position peaked at $5K in Q4 2021.
  • 524 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2022.

Based on Richwood Investment Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.