Yoder Wealth Management’s Invesco Preferred ETF PGX Stock Holding History

Yoder Wealth Management’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	–	Sell	-13,200	Closed	-$157K	–	111
2024 Q1	$157K	Hold	13,200	–	–	0.1%	107
2023 Q4	$151K	Hold	13,200	–	–	0.11%	96
2023 Q3	$145K	Sell	13,200 -4,500	-25%	-$50.3K	0.12%	77
2023 Q2	$201K	Hold	17,700	–	–	0.16%	82
2023 Q1	$203K	Buy	+17,700	New	+$212K	0.17%	73

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return

Yoder Wealth Management's PGX Position: Q2 2024 in Review

Yoder Wealth Management sold out of Invesco Preferred ETF (PGX) in Q2 2024, closing a stake of 13,200 shares — an estimated $157K sold.

Yoder Wealth Management first reported a position in PGX in Q1 2023 and held it in 5 quarters. The position peaked at $203K in Q1 2023. 466 funds tracked by Wall St. Rank hold PGX as of Q2 2024.

Yoder Wealth Management reported no remaining Invesco Preferred ETF position as of Q2 2024 after selling out during the quarter.
Yoder Wealth Management sold 13,200 Invesco Preferred ETF shares in Q2 2024, an estimated $157K.
Yoder Wealth Management first reported a position in Invesco Preferred ETF in Q1 2023 and held it in 5 quarters.
Yoder Wealth Management's Invesco Preferred ETF position peaked at $203K in Q1 2023.
466 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2024.

Based on Yoder Wealth Management's 13F filing for Q2 2024, filed 23 Jul 2024.