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

Walden 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
2024
Q2 		$118K Hold
10,200
– – 0.07% 87
2024
Q1 		$121K Hold
10,200
– – 0.07% 92
2023
Q4 		$117K Buy
+10,200
New +$111K 0.07% 84

Other funds holding PGX

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return

Walden Wealth Partners's PGX Position: Q2 2024 in Review

Walden Wealth Partners held its Invesco Preferred ETF (PGX) position steady in Q2 2024 at 10,200 shares worth $118K. The position accounts for 0.07% of the portfolio, ranked #87.

Walden Wealth Partners first reported a position in PGX in Q4 2023 and has held it in 3 quarters since. The position peaked at $121K in Q1 2024. 466 funds tracked by Wall St. Rank hold PGX as of Q2 2024.

  • Walden Wealth Partners held 10,200 shares of Invesco Preferred ETF worth $118K as of Q2 2024.
  • Walden Wealth Partners left its Invesco Preferred ETF share count unchanged in Q2 2024.
  • Invesco Preferred ETF made up 0.07% of Walden Wealth Partners's portfolio in Q2 2024, its #87 holding.
  • Walden Wealth Partners first reported a position in Invesco Preferred ETF in Q4 2023 and has held it in 3 quarters since.
  • Walden Wealth Partners's Invesco Preferred ETF position peaked at $121K in Q1 2024.
  • 466 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2024.

Based on Walden Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.