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Southern Wealth Management’s Invesco Preferred ETF PGX Stock Holding History

Southern Wealth Management’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
-15,877
Closed -$242K – 57
2020
Q4 		$242K Buy
+15,877
New +$238K 0.09% 55

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

Southern Wealth Management's PGX Position: Q1 2021 in Review

Southern Wealth Management sold out of Invesco Preferred ETF (PGX) in Q1 2021, closing a stake of 15,877 shares — an estimated $242K sold.

Southern Wealth Management first reported a position in PGX in Q4 2020 and held it in 1 quarter. The position peaked at $242K in Q4 2020. 506 funds tracked by Wall St. Rank hold PGX as of Q1 2021.

  • Southern Wealth Management reported no remaining Invesco Preferred ETF position as of Q1 2021 after selling out during the quarter.
  • Southern Wealth Management sold 15,877 Invesco Preferred ETF shares in Q1 2021, an estimated $242K.
  • Southern Wealth Management first reported a position in Invesco Preferred ETF in Q4 2020 and held it in 1 quarter.
  • Southern Wealth Management's Invesco Preferred ETF position peaked at $242K in Q4 2020.
  • 506 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2021.

Based on Southern Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.