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West Financial Advisors’s Invesco Preferred ETF PGX Stock Holding History

West Financial 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
Q4 		– Sell
-443
Closed -$4.85K – 194
2023
Q3 		$4.85K Buy
+443
New +$4.95K ﹤0.01% 155

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

West Financial Advisors's PGX Position: Q4 2023 in Review

West Financial Advisors sold out of Invesco Preferred ETF (PGX) in Q4 2023, closing a stake of 443 shares — an estimated $4.85K sold.

West Financial Advisors first reported a position in PGX in Q3 2023 and held it in 1 quarter. The position peaked at $4.85K in Q3 2023. 494 funds tracked by Wall St. Rank hold PGX as of Q4 2023.

  • West Financial Advisors reported no remaining Invesco Preferred ETF position as of Q4 2023 after selling out during the quarter.
  • West Financial Advisors sold 443 Invesco Preferred ETF shares in Q4 2023, an estimated $4.85K.
  • West Financial Advisors first reported a position in Invesco Preferred ETF in Q3 2023 and held it in 1 quarter.
  • West Financial Advisors's Invesco Preferred ETF position peaked at $4.85K in Q3 2023.
  • 494 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2023.

Based on West Financial Advisors's 13F filing for Q4 2023, filed 11 Jan 2024.