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
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
Decreased -0.8%
0.02%
$225,146
19,527 shares@ 11.53 avg price
Michael Orzel@Signalpoint Asset Management, Llc
Recent Activity
0.06%
$222,448
19,293 shares@ 11.53 avg price
Timothy Richards@Apella Capital, Llc
Recent Activity
Decreased -24.36%
0.01%
$217,252
18,842 shares@ 11.54 avg price
Kimberly A Geary@Bartlett & Co. Wealth Management Llc
Recent Activity
Increased 0.96%
0.01%
$208,279
18,064 shares@ 11.54 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Decreased -0.22%
0.01%
$204,738
17,757 shares@ 11.53 avg price
Daniel Czulno@Joule Financial, Llc
Recent Activity
Increased 0.97%
0.08%
$200,450
17,385 shares@ 11.54 avg price
Bonnie Larsen@Purus Wealth Management, Llc
Recent Activity
New Position
0.08%
$191,745
16,630 shares@ 11.54 avg price
Keith Sanders@First United Bank & Trust
Recent Activity
Decreased -22.55%
0.07%
$190,015
16,480 shares@ 11.54 avg price
Lora Rommel@Ehrlich Financial Group
Recent Activity
New Position
0.14%
$188,942
16,387 shares@ 11.53 avg price
Joseph Wallace@Wallace Advisory Group, Llc
Recent Activity
New Position
0.13%
$186,845
15,129 shares@ 12.36 avg price