Invesco Preferred Etf
Top 10 Superinvestors by Shares Owned
This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 76 superinvestors own shares of Invesco Preferred Etf (PGX), although recent data may remain incomplete due to pending filings.
Quarter-over-Quarter Change (%)
This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Invesco Preferred Etf (PGX), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.
Superinvestors' Activity (%) Over the Last 4 Quarters
This chart shows superinvestors' activity with Invesco Preferred Etf (PGX) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.
Superinvestors' Past Actions
This chart displays superinvestors' past actions with Invesco Preferred Etf (PGX) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
Superinvestor | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
Jacob Godfrey@International Assets Investment Management, Llc
| 0.04% | $366,432 31,319 shares@ 11.7 avg price | New Position |
Colleen O'Donnell@Pines Wealth Management, Llc
| 0.15% | $343,830 30,320 shares@ 11.35 avg price | New Position |
Bonnie Larsen@Purus Wealth Management, Llc
| 0.08% | $191,745 16,630 shares@ 11.54 avg price | New Position |
Lora Rommel@Ehrlich Financial Group
| 0.14% | $188,942 16,387 shares@ 11.53 avg price | New Position |
Joseph Wallace@Wallace Advisory Group, Llc
| 0.13% | $186,845 15,129 shares@ 12.36 avg price | New Position |
John Phillips V@Red Door Wealth Management, Llc
| 0.03% | $172,950 15,000 shares@ 11.53 avg price | New Position |
LARRY BROXTERMAN@Ifs Advisors, Llc
| 0.01% | $3,459 300 shares@ 11.53 avg price | New Position |