V Wealth Advisors’s Invesco Preferred ETF PGX Stock Holding History

V Wealth Advisors’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
2023 Q3	–	Sell	-15,022	Closed	-$171K	–	286
2023 Q2	$171K	Sell	15,022 -397	-3%	-$4.5K	0.03%	373
2023 Q1	$177K	Buy	15,419 +71	+0.5%	+$852	0.03%	366
2022 Q4	$172K	Buy	15,348 +74	+0.5%	+$856	0.04%	351
2022 Q3	$181K	Buy	15,274 +722	+5%	+$9.09K	0.04%	356
2022 Q2	$180K	Sell	14,552 -481	-3%	-$6.05K	0.03%	393
2022 Q1	$204K	Sell	15,033 -219	-1%	-$3.05K	0.03%	424
2021 Q4	$229K	Buy	15,252 +1,746	+13%	+$26K	0.03%	413
2021 Q3	$203K	Buy	13,506 +3,203	+31%	+$48.6K	0.03%	449
2021 Q2	$157K	Buy	+10,303	New	+$156K	0.03%	454

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

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

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

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

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

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return

V Wealth Advisors's PGX Position: Q3 2023 in Review

V Wealth Advisors sold out of Invesco Preferred ETF (PGX) in Q3 2023, closing a stake of 15,022 shares — an estimated $171K sold.

V Wealth Advisors first reported a position in PGX in Q2 2021 and held it in 9 quarters. The position peaked at $229K in Q4 2021. 478 funds tracked by Wall St. Rank hold PGX as of Q3 2023.

V Wealth Advisors reported no remaining Invesco Preferred ETF position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 15,022 Invesco Preferred ETF shares in Q3 2023, an estimated $171K.
V Wealth Advisors first reported a position in Invesco Preferred ETF in Q2 2021 and held it in 9 quarters.
V Wealth Advisors's Invesco Preferred ETF position peaked at $229K in Q4 2021.
478 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.