Continuum Advisory’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
2021
Q3
Sell
-13,785
Closed -$211K 303
2021
Q2
$211K Buy
+13,785
New +$208K 0.07% 257
2018
Q1
Sell
-10,478
Closed -$156K 166
2017
Q4
$156K Sell
10,478
-393
-4% -$5.89K 0.12% 168
2017
Q3
$163K Buy
10,871
+510
+5% +$7.69K 0.14% 149
2017
Q2
$157K Buy
+10,361
New +$156K 0.16% 138

Other funds holding PGX

Continuum Advisory's PGX Position: Q3 2021 in Review

Continuum Advisory sold out of Invesco Preferred ETF (PGX) in Q3 2021, closing a stake of 13,785 shares — an estimated $211K sold.

Continuum Advisory first reported a position in PGX in Q2 2017 and held it in 4 quarters. The position peaked at $211K in Q2 2021. 506 funds tracked by Wall St. Rank hold PGX as of Q3 2021.

  • Continuum Advisory reported no remaining Invesco Preferred ETF position as of Q3 2021 after selling out during the quarter.
  • Continuum Advisory sold 13,785 Invesco Preferred ETF shares in Q3 2021, an estimated $211K.
  • Continuum Advisory first reported a position in Invesco Preferred ETF in Q2 2017 and held it in 4 quarters.
  • Continuum Advisory's Invesco Preferred ETF position peaked at $211K in Q2 2021.
  • 506 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2021.

Based on Continuum Advisory's 13F filing for Q3 2021, filed 8 Nov 2021.