Cynosure Advisors’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
2018
Q3
Sell
-14,552
Closed -$212K 148
2018
Q2
$212K Hold
14,552
0.06% 219
2018
Q1
$212K Buy
+14,552
New +$212K 0.05% 217

Other funds holding PGX

Cynosure Advisors's PGX Position: Q3 2018 in Review

Cynosure Advisors sold out of Invesco Preferred ETF (PGX) in Q3 2018, closing a stake of 14,552 shares — an estimated $212K sold.

Cynosure Advisors first reported a position in PGX in Q1 2018 and held it in 2 quarters. The position peaked at $212K in Q2 2018. 318 funds tracked by Wall St. Rank hold PGX as of Q3 2018.

  • Cynosure Advisors reported no remaining Invesco Preferred ETF position as of Q3 2018 after selling out during the quarter.
  • Cynosure Advisors sold 14,552 Invesco Preferred ETF shares in Q3 2018, an estimated $212K.
  • Cynosure Advisors first reported a position in Invesco Preferred ETF in Q1 2018 and held it in 2 quarters.
  • Cynosure Advisors's Invesco Preferred ETF position peaked at $212K in Q2 2018.
  • 318 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2018.

Based on Cynosure Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.