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Sandbox Financial Partners’s Invesco Preferred ETF PGX Stock Holding History

Sandbox Financial Partners’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
2023
Q2 		– Sell
-15,771
Closed -$181K – 97
2023
Q1 		$181K Hold
15,771
– – 0.11% 86
2022
Q4 		$176K Buy
+15,771
New +$182K 0.12% 84

Other funds holding PGX

Bank of America
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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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return

Sandbox Financial Partners's PGX Position: Q2 2023 in Review

Sandbox Financial Partners sold out of Invesco Preferred ETF (PGX) in Q2 2023, closing a stake of 15,771 shares — an estimated $181K sold.

Sandbox Financial Partners first reported a position in PGX in Q4 2022 and held it in 2 quarters. The position peaked at $181K in Q1 2023. 477 funds tracked by Wall St. Rank hold PGX as of Q2 2023.

  • Sandbox Financial Partners reported no remaining Invesco Preferred ETF position as of Q2 2023 after selling out during the quarter.
  • Sandbox Financial Partners sold 15,771 Invesco Preferred ETF shares in Q2 2023, an estimated $181K.
  • Sandbox Financial Partners first reported a position in Invesco Preferred ETF in Q4 2022 and held it in 2 quarters.
  • Sandbox Financial Partners's Invesco Preferred ETF position peaked at $181K in Q1 2023.
  • 477 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2023.

Based on Sandbox Financial Partners's 13F filing for Q2 2023, filed 14 Jul 2023.