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
Grant Donaldson@Tudor Financial Inc.
Recent Activity
Decreased -4.85%
1.06%
$1.8M
156,095 shares@ 11.54 avg price
Loni Adams@Daymark Wealth Partners, Llc
Recent Activity
Decreased -26.55%
0.08%
$1.665M
144,433 shares@ 11.54 avg price
Janine Osterink@Advisory Alpha, Llc
Recent Activity
Decreased -11.96%
0.06%
$1.551M
134,515 shares@ 11.54 avg price
Laura Zubko@Charles Schwab Trust Co
Recent Activity
Decreased -16.92%
0.14%
$1.542M
133,720 shares@ 11.54 avg price
James DeMeo@Shulman Demeo Asset Management Llc
Recent Activity
Decreased -0.26%
0.34%
$1.236M
107,164 shares@ 11.53 avg price
Ryan Jacobs@Albion Financial Group Ut
Recent Activity
Decreased -10.83%
0.09%
$1.216M
105,493 shares@ 11.54 avg price
Andrew Endelman@Independent Wealth Network Inc.
Recent Activity
Increased 6.9%
0.43%
$1.043M
90,434 shares@ 11.53 avg price
Jacqueline Bos@Butensky & Cohen Financial Security, Inc
Recent Activity
Decreased -6.29%
0.26%
$803,364
69,676 shares@ 11.53 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Decreased -19.06%
0.01%
$566,675
49,148 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