Tru Independence Asset Management 2’s Invesco Preferred ETF PGX Stock Holding History

Tru Independence Asset Management 2’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	-1,220	Closed	-$19K	–	328
2020 Q4	$19K	Buy	+1,220	New	+$18.3K	0.02%	259

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Tru Independence Asset Management 2's PGX Position: Q1 2021 in Review

Tru Independence Asset Management 2 sold out of Invesco Preferred ETF (PGX) in Q1 2021, closing a stake of 1,220 shares — an estimated $19K sold.

Tru Independence Asset Management 2 first reported a position in PGX in Q4 2020 and held it in 1 quarter. The position peaked at $19K in Q4 2020. 506 funds tracked by Wall St. Rank hold PGX as of Q1 2021.

Tru Independence Asset Management 2 reported no remaining Invesco Preferred ETF position as of Q1 2021 after selling out during the quarter.
Tru Independence Asset Management 2 sold 1,220 Invesco Preferred ETF shares in Q1 2021, an estimated $19K.
Tru Independence Asset Management 2 first reported a position in Invesco Preferred ETF in Q4 2020 and held it in 1 quarter.
Tru Independence Asset Management 2's Invesco Preferred ETF position peaked at $19K in Q4 2020.
506 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2021, filed 19 May 2021.