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
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
Claudia Saia@Friedenthal Financial
Recent Activity
Decreased -19.05%
0.22%
$364,579
31,620 shares@ 11.54 avg price
Robert Kernan@Northstar Advisory Group, Llc
Recent Activity
Decreased -13.07%
0.19%
$360,509
31,267 shares@ 11.54 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Decreased -8.98%
0.02%
$339,115
29,412 shares@ 11.53 avg price
Matthew Weinberg@Edge Wealth Management Llc
Recent Activity
Decreased -7.06%
0.07%
$322,252
27,949 shares@ 11.54 avg price
Ashleigh Swayze@Bcs Wealth Management
Recent Activity
Decreased -9.83%
0.08%
$289,000
25,069 shares@ 11.53 avg price
Brian Evans@Madrona Financial Services, Llc
Recent Activity
Decreased -3.19%
0.08%
$259,609
22,516 shares@ 11.53 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Decreased -0.55%
0.01%
$238,969
20,726 shares@ 11.53 avg price
Michael Brannen@Rda Financial Network
Recent Activity
Decreased -11.05%
0.07%
$231,811
20,105 shares@ 11.54 avg price