PGX

Invesco Preferred Etf

Latest period2024 - Q4Total superinvestors76

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

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Wren Green@Act Advisors, Llc.
Recent Activity
Exited
0%
$17.368M
1.406M shares@ 12.36 avg price
Janice M. Powell@Diversify Advisory Services, Llc
Recent Activity
Exited
0%
$210,246
17,052 shares@ 12.33 avg price
Terry Ammons@Sheets Smith Wealth Management
Recent Activity
Exited
0%
$168,578
13,650 shares@ 12.36 avg price
Michael McComb@Arkadios Wealth Advisors
Recent Activity
Exited
0%
$146,920
11,896 shares@ 12.36 avg price
Marc Koven@Cypress Wealth Services, Llc
Recent Activity
Exited
0%
$123,525
10,002 shares@ 12.36 avg price
James Langer@Redmont Wealth Advisors Llc
Recent Activity
Exited
0%
$22,983
1,861 shares@ 12.35 avg price
John Fortier III@St Germain D J Co Inc
Recent Activity
Exited
0%
$22,539
1,825 shares@ 12.36 avg price
Kevyn Morgareidge@Hilltop National Bank
Recent Activity
Exited
0%
$18,402
1,490 shares@ 12.36 avg price
Tina Armada-Eynard@Aspire Private Capital, Llc
Recent Activity
Exited
0%
$6,496
526 shares@ 12.35 avg price