B. Riley Wealth Advisors, Inc.

Position in PGX — Invesco Preferred ETF

CIK 1464811 MEMPHIS, TN

Back to PGX Full portfolio

All Filings in PGX

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-03-31 PGX	$135,212	12,051	-94.7%	Shares	Sole	2026-08-28
2021-09-30 PGX	$3,438,712	228,790	-51.0%	Shares	Other	2021-11-16
2021-06-30 PGX	$7,154,348	466,994	-4.0%	Shares	Other	2021-08-10
2021-03-31 PGX	$7,296,570	486,438	+1271.3%	Shares	Other	2021-05-13
2020-12-31 PGX	$541,302	35,472	+1.9%	Shares	Other	2021-02-04
2020-09-30 PGX	$512,854	34,817	+15.6%	Shares	Other	2020-11-09
2020-06-30 PGX	$425,449	30,131	-23.5%	Shares	Other	2020-07-31
2020-03-31 PGX	$518,188	39,376	—	Shares	Other	2020-05-06
No filing history on record for this holder in this stock.