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
Nathan Deets@Advisors Management Group Inc Adv
Recent Activity
Increased 3.84%
3.52%
$14.858M
1.289M shares@ 11.53 avg price
Steven Nelson@Prairiewood Capital, Llc
Recent Activity
Increased 5.73%
2.76%
$6.447M
559,176 shares@ 11.53 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 5.03%
0.02%
$5.753M
498,999 shares@ 11.53 avg price
Lianna Figueroa@First Hawaiian Bank
Recent Activity
Increased 3.96%
0.12%
$3.473M
301,174 shares@ 11.53 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 41.04%
0.01%
$2.557M
207,083 shares@ 12.35 avg price
Keith Mahan@Stonecrest Wealth Management, Inc.
Recent Activity
Increased 5.41%
1.42%
$2.16M
187,357 shares@ 11.53 avg price
Andrew Endelman@Independent Wealth Network Inc.
Recent Activity
Increased 6.9%
0.43%
$1.043M
90,434 shares@ 11.53 avg price
Shauna Haglof@Rockland Trust Co
Recent Activity
Increased 1.5%
0.03%
$565,281
49,027 shares@ 11.53 avg price
Robin Gould@Christensen, King & Associates Investment Services, Inc.
Recent Activity
Increased 7.38%
0.24%
$511,809
44,505 shares@ 11.51 avg price
Daken Vanderburg@Massmutual Private Wealth & Trust, Fsb
Recent Activity
Increased 103.97%
0.02%
$491,512
42,629 shares@ 11.53 avg price