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Wetzel Investment Advisors’s Invesco Preferred ETF PGX Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-2,997
Closed -$35.6K – 682
2024
Q2 		$35.6K Hold
2,997
– – 0.02% 278
2024
Q1 		$33.9K Hold
2,997
– – 0.02% 296
2023
Q4 		$34K Buy
+2,997
New +$32.7K 0.02% 301

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
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
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Wetzel Investment Advisors's PGX Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Invesco Preferred ETF (PGX) in Q3 2024, closing a stake of 2,997 shares — an estimated $35.6K sold.

Wetzel Investment Advisors first reported a position in PGX in Q4 2023 and held it in 3 quarters. The position peaked at $35.6K in Q2 2024. 464 funds tracked by Wall St. Rank hold PGX as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Invesco Preferred ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 2,997 Invesco Preferred ETF shares in Q3 2024, an estimated $35.6K.
  • Wetzel Investment Advisors first reported a position in Invesco Preferred ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Invesco Preferred ETF position peaked at $35.6K in Q2 2024.
  • 464 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.