Diversify Advisory Services’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
Other funds holding PGX
SAMC
Diversify Advisory Services's PGX Position: Q4 2024 in Review
Diversify Advisory Services sold out of Invesco Preferred ETF (PGX) in Q4 2024, closing a stake of 17,052 shares — an estimated $210K sold.
Diversify Advisory Services first reported a position in PGX in Q1 2024 and held it in 3 quarters. The position peaked at $212K in Q1 2024. 473 funds tracked by Wall St. Rank hold PGX as of Q4 2024.
- Diversify Advisory Services reported no remaining Invesco Preferred ETF position as of Q4 2024 after selling out during the quarter.
- Diversify Advisory Services sold 17,052 Invesco Preferred ETF shares in Q4 2024, an estimated $210K.
- Diversify Advisory Services first reported a position in Invesco Preferred ETF in Q1 2024 and held it in 3 quarters.
- Diversify Advisory Services's Invesco Preferred ETF position peaked at $212K in Q1 2024.
- 473 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2024.
Based on Diversify Advisory Services's 13F filing for Q4 2024, filed 16 Jan 2025.