Total Clarity Wealth Management’s Invesco Preferred ETF PGX Stock Holding History

Total Clarity 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
2022 Q3	–	Sell	-900	Closed	-$11K	–	774
2022 Q2	$11K	Buy	+900	New	+$11.3K	0.01%	647
2022 Q1	–	Sell	-11,000	Closed	-$165K	–	714
2021 Q4	$165K	Sell	11,000 -1,950	-15%	-$29.1K	0.07%	240
2021 Q3	$195K	Buy	+12,950	New	+$197K	0.09%	210
2021 Q2	–	Sell	-5,750	Closed	-$86K	–	589
2021 Q1	$86K	Buy	+5,750	New	+$85.5K	0.05%	260
2020 Q1	–	Sell	-1,292	Closed	-$19K	–	474
2019 Q4	$19K	Buy	+1,292	New	+$19.3K	0.01%	405

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Total Clarity Wealth Management's PGX Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Invesco Preferred ETF (PGX) in Q3 2022, closing a stake of 900 shares — an estimated $11K sold.

Total Clarity Wealth Management first reported a position in PGX in Q4 2019 and held it in 5 quarters. The position peaked at $195K in Q3 2021. 475 funds tracked by Wall St. Rank hold PGX as of Q3 2022.

Total Clarity Wealth Management reported no remaining Invesco Preferred ETF position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 900 Invesco Preferred ETF shares in Q3 2022, an estimated $11K.
Total Clarity Wealth Management first reported a position in Invesco Preferred ETF in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's Invesco Preferred ETF position peaked at $195K in Q3 2021.
475 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.