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TFO Wealth Partners’s Invesco Preferred ETF PGX Stock Holding History

TFO Wealth 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
2022
Q4 		– Sell
-2,322
Closed -$28K – 934
2022
Q3 		$28K Buy
+2,322
New +$29.2K 0.01% 64

Other funds holding PGX

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
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
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
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

TFO Wealth Partners's PGX Position: Q4 2022 in Review

TFO Wealth Partners sold out of Invesco Preferred ETF (PGX) in Q4 2022, closing a stake of 2,322 shares — an estimated $28K sold.

TFO Wealth Partners first reported a position in PGX in Q3 2022 and held it in 1 quarter. The position peaked at $28K in Q3 2022. 496 funds tracked by Wall St. Rank hold PGX as of Q4 2022.

  • TFO Wealth Partners reported no remaining Invesco Preferred ETF position as of Q4 2022 after selling out during the quarter.
  • TFO Wealth Partners sold 2,322 Invesco Preferred ETF shares in Q4 2022, an estimated $28K.
  • TFO Wealth Partners first reported a position in Invesco Preferred ETF in Q3 2022 and held it in 1 quarter.
  • TFO Wealth Partners's Invesco Preferred ETF position peaked at $28K in Q3 2022.
  • 496 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2022.

Based on TFO Wealth Partners's 13F filing for Q4 2022, filed 3 Feb 2023.