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
Michael Leanza@Genwealth Group, Inc.
Recent Activity
0.04%
$173,746
15,069 shares@ 11.54 avg price
John Phillips V@Red Door Wealth Management, Llc
Recent Activity
New Position
0.03%
$172,950
15,000 shares@ 11.53 avg price
Kim Smith@Columbia Advisory Partners Llc
Recent Activity
Decreased -3.9%
0.16%
$166,989
14,483 shares@ 11.54 avg price
travis weaver@Weaver Consulting Group
Recent Activity
0.05%
$156,474
13,571 shares@ 11.54 avg price
Aryn Sands@Farrell Financial Llc
Recent Activity
Increased 0.74%
0.11%
$142,452
12,355 shares@ 11.53 avg price
Fredrick Williams@Old Port Advisors
Recent Activity
Decreased -19.94%
0.04%
$130,646
11,331 shares@ 11.53 avg price
Therese C.D. Linden@Bank Of New Hampshire
Recent Activity
0.04%
$124,524
10,800 shares@ 11.53 avg price
Michael J. Newman@Burney Co
Recent Activity
0.01%
$120,661
10,465 shares@ 11.53 avg price
Anthony Habbit@Wesbanco Bank Inc
Recent Activity
0.01%
$119,820
10,392 shares@ 11.54 avg price
Jessica Salas@Umb Bank, N.a.
Recent Activity
0.01%
$95,987
8,325 shares@ 11.53 avg price