Carmel Capital 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
2023
Q2
Sell
-682
Closed -$7.83K 464
2023
Q1
$7.83K Buy
+682
New +$8.19K ﹤0.01% 338

Other funds holding PGX

Carmel Capital Partners's PGX Position: Q2 2023 in Review

Carmel Capital Partners sold out of Invesco Preferred ETF (PGX) in Q2 2023, closing a stake of 682 shares — an estimated $7.83K sold.

Carmel Capital Partners first reported a position in PGX in Q1 2023 and held it in 1 quarter. The position peaked at $7.83K in Q1 2023. 477 funds tracked by Wall St. Rank hold PGX as of Q2 2023.

  • Carmel Capital Partners reported no remaining Invesco Preferred ETF position as of Q2 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 682 Invesco Preferred ETF shares in Q2 2023, an estimated $7.83K.
  • Carmel Capital Partners first reported a position in Invesco Preferred ETF in Q1 2023 and held it in 1 quarter.
  • Carmel Capital Partners's Invesco Preferred ETF position peaked at $7.83K in Q1 2023.
  • 477 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2023.

Based on Carmel Capital Partners's 13F filing for Q2 2023, filed 27 Jul 2023.