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Aveo Capital Partners’s Invesco Preferred ETF PGX Stock Holding History

Aveo Capital Partners’s Portfolio PGX Stock Details PGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-4,308
Closed -$229K – 196
2019
Q3 		$229K Buy
+4,308
New +$64.1K 0.09% 163

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Aveo Capital Partners's PGX Position: Q4 2019 in Review

Aveo Capital Partners sold out of Invesco Preferred ETF (PGX) in Q4 2019, closing a stake of 4,308 shares — an estimated $229K sold.

Aveo Capital Partners first reported a position in PGX in Q3 2019 and held it in 1 quarter. The position peaked at $229K in Q3 2019. 416 funds tracked by Wall St. Rank hold PGX as of Q4 2019.

  • Aveo Capital Partners reported no remaining Invesco Preferred ETF position as of Q4 2019 after selling out during the quarter.
  • Aveo Capital Partners sold 4,308 Invesco Preferred ETF shares in Q4 2019, an estimated $229K.
  • Aveo Capital Partners first reported a position in Invesco Preferred ETF in Q3 2019 and held it in 1 quarter.
  • Aveo Capital Partners's Invesco Preferred ETF position peaked at $229K in Q3 2019.
  • 416 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2019.

Based on Aveo Capital Partners's 13F filing for Q4 2019, filed 6 Feb 2020.