CapWealth Advisors’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
Other funds holding PGX
HNB
CapWealth Advisors's PGX Position: Q2 2016 in Review
CapWealth Advisors sold out of Invesco Preferred ETF (PGX) in Q2 2016, closing a stake of 1,328 shares — an estimated $20K sold.
CapWealth Advisors first reported a position in PGX in Q3 2014 and held it in 2 quarters. The position peaked at $20K in Q1 2016. 213 funds tracked by Wall St. Rank hold PGX as of Q2 2016.
- CapWealth Advisors reported no remaining Invesco Preferred ETF position as of Q2 2016 after selling out during the quarter.
- CapWealth Advisors sold 1,328 Invesco Preferred ETF shares in Q2 2016, an estimated $20K.
- CapWealth Advisors first reported a position in Invesco Preferred ETF in Q3 2014 and held it in 2 quarters.
- CapWealth Advisors's Invesco Preferred ETF position peaked at $20K in Q1 2016.
- 213 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2016.
Based on CapWealth Advisors's 13F filing for Q2 2016, filed 3 Aug 2016.