Cornerstone 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
2022
Q1
Sell
-6,000
Closed -$90K 627
2021
Q4
$90K Buy
+6,000
New +$89.4K 0.01% 344

Other funds holding PGX

Cornerstone Advisory's PGX Position: Q1 2022 in Review

Cornerstone Advisory sold out of Invesco Preferred ETF (PGX) in Q1 2022, closing a stake of 6,000 shares — an estimated $90K sold.

Cornerstone Advisory first reported a position in PGX in Q4 2021 and held it in 1 quarter. The position peaked at $90K in Q4 2021. 523 funds tracked by Wall St. Rank hold PGX as of Q1 2022.

  • Cornerstone Advisory reported no remaining Invesco Preferred ETF position as of Q1 2022 after selling out during the quarter.
  • Cornerstone Advisory sold 6,000 Invesco Preferred ETF shares in Q1 2022, an estimated $90K.
  • Cornerstone Advisory first reported a position in Invesco Preferred ETF in Q4 2021 and held it in 1 quarter.
  • Cornerstone Advisory's Invesco Preferred ETF position peaked at $90K in Q4 2021.
  • 523 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.