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

Wipfli 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
2022 Q3	$2K	Buy	+174	New	+$2.19K	﹤0.01%	2308

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wipfli Financial Advisors's PGX Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Invesco Preferred ETF (PGX) in Q3 2022: 174 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #2308 among its holdings.

475 funds tracked by Wall St. Rank hold PGX as of Q3 2022.

Wipfli Financial Advisors held 174 shares of Invesco Preferred ETF worth $2K as of Q3 2022.
Invesco Preferred ETF was a new Wipfli Financial Advisors position in Q3 2022.
Invesco Preferred ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2308 holding.
475 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.