Sunflower Bank’s Invesco Preferred ETF PGX Stock Holding History

Sunflower Bank’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 Q2	–	Sell	-48,965	Closed	-$664K	–	188
2022 Q1	$664K	Hold	48,965	–	–	0.09%	90
2021 Q4	$734K	Sell	48,965 -7,356	-13%	-$110K	0.1%	85
2021 Q3	$847K	Sell	56,321 -6,029	-10%	-$91.5K	0.12%	75
2021 Q2	$955K	Sell	62,350 -4,180	-6%	-$63.2K	0.15%	74
2021 Q1	$998K	Sell	66,530 -8,305	-11%	-$124K	0.16%	68
2020 Q4	$1.14M	Buy	+74,835	New	+$1.12M	0.2%	60

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Sunflower Bank's PGX Position: Q2 2022 in Review

Sunflower Bank sold out of Invesco Preferred ETF (PGX) in Q2 2022, closing a stake of 48,965 shares — an estimated $664K sold.

Sunflower Bank first reported a position in PGX in Q4 2020 and held it in 6 quarters. The position peaked at $1.14M in Q4 2020. 498 funds tracked by Wall St. Rank hold PGX as of Q2 2022.

Sunflower Bank reported no remaining Invesco Preferred ETF position as of Q2 2022 after selling out during the quarter.
Sunflower Bank sold 48,965 Invesco Preferred ETF shares in Q2 2022, an estimated $664K.
Sunflower Bank first reported a position in Invesco Preferred ETF in Q4 2020 and held it in 6 quarters.
Sunflower Bank's Invesco Preferred ETF position peaked at $1.14M in Q4 2020.
498 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2022.

Based on Sunflower Bank's 13F filing for Q2 2022, filed 13 Sep 2022.