Axxcess Wealth Management’s Invesco Preferred ETF PGX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-14,832
Closed -$201K 624
2022
Q1
$201K Sell
14,832
-9,925
-40% -$138K 0.02% 593
2021
Q4
$372K Buy
+24,757
New +$369K 0.03% 423

Other funds holding PGX

Axxcess Wealth Management's PGX Position: Q2 2022 in Review

Axxcess Wealth Management sold out of Invesco Preferred ETF (PGX) in Q2 2022, closing a stake of 14,832 shares — an estimated $201K sold.

Axxcess Wealth Management first reported a position in PGX in Q4 2021 and held it in 2 quarters. The position peaked at $372K in Q4 2021. 498 funds tracked by Wall St. Rank hold PGX as of Q2 2022.

  • Axxcess Wealth Management reported no remaining Invesco Preferred ETF position as of Q2 2022 after selling out during the quarter.
  • Axxcess Wealth Management sold 14,832 Invesco Preferred ETF shares in Q2 2022, an estimated $201K.
  • Axxcess Wealth Management first reported a position in Invesco Preferred ETF in Q4 2021 and held it in 2 quarters.
  • Axxcess Wealth Management's Invesco Preferred ETF position peaked at $372K in Q4 2021.
  • 498 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2022.

Based on Axxcess Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.