Collective Family Office’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
Q4
Sell
-10,000
Closed -$119K 181
2022
Q3
$119K Hold
10,000
0.06% 165
2022
Q2
$123K Buy
+10,000
New +$126K 0.05% 182

Other funds holding PGX

Collective Family Office's PGX Position: Q4 2022 in Review

Collective Family Office sold out of Invesco Preferred ETF (PGX) in Q4 2022, closing a stake of 10,000 shares — an estimated $119K sold.

Collective Family Office first reported a position in PGX in Q2 2022 and held it in 2 quarters. The position peaked at $123K in Q2 2022. 496 funds tracked by Wall St. Rank hold PGX as of Q4 2022.

  • Collective Family Office reported no remaining Invesco Preferred ETF position as of Q4 2022 after selling out during the quarter.
  • Collective Family Office sold 10,000 Invesco Preferred ETF shares in Q4 2022, an estimated $119K.
  • Collective Family Office first reported a position in Invesco Preferred ETF in Q2 2022 and held it in 2 quarters.
  • Collective Family Office's Invesco Preferred ETF position peaked at $123K in Q2 2022.
  • 496 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2022.

Based on Collective Family Office's 13F filing for Q4 2022, filed 11 Jan 2023.