Blue Chip Partners’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
-372,977
Closed -$5.06M 176
2022
Q1
$5.06M Buy
372,977
+318,782
+588% +$4.44M 0.63% 42
2021
Q4
$813K Buy
+54,195
New +$808K 0.1% 78

Other funds holding PGX

Blue Chip Partners's PGX Position: Q2 2022 in Review

Blue Chip Partners sold out of Invesco Preferred ETF (PGX) in Q2 2022, closing a stake of 372,977 shares — an estimated $5.06M sold.

Blue Chip Partners first reported a position in PGX in Q4 2021 and held it in 2 quarters. The position peaked at $5.06M in Q1 2022. 498 funds tracked by Wall St. Rank hold PGX as of Q2 2022.

  • Blue Chip Partners reported no remaining Invesco Preferred ETF position as of Q2 2022 after selling out during the quarter.
  • Blue Chip Partners sold 372,977 Invesco Preferred ETF shares in Q2 2022, an estimated $5.06M.
  • Blue Chip Partners first reported a position in Invesco Preferred ETF in Q4 2021 and held it in 2 quarters.
  • Blue Chip Partners's Invesco Preferred ETF position peaked at $5.06M in Q1 2022.
  • 498 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2022.

Based on Blue Chip Partners's 13F filing for Q2 2022, filed 1 Aug 2022.