EisnerAmper Wealth Management Corporate Benefits’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
2023
Q3
Sell
-67,007
Closed -$762K 59
2023
Q2
$762K Sell
67,007
-1,097
-2% -$12.4K 0.36% 36
2023
Q1
$782K Sell
68,104
-20,563
-23% -$247K 0.38% 38
2022
Q4
$991K Buy
+88,667
New +$1.03M 0.51% 34

Other funds holding PGX

EisnerAmper Wealth Management Corporate Benefits's PGX Position: Q3 2023 in Review

EisnerAmper Wealth Management Corporate Benefits sold out of Invesco Preferred ETF (PGX) in Q3 2023, closing a stake of 67,007 shares — an estimated $762K sold.

EisnerAmper Wealth Management Corporate Benefits first reported a position in PGX in Q4 2022 and held it in 3 quarters. The position peaked at $991K in Q4 2022. 478 funds tracked by Wall St. Rank hold PGX as of Q3 2023.

  • EisnerAmper Wealth Management Corporate Benefits reported no remaining Invesco Preferred ETF position as of Q3 2023 after selling out during the quarter.
  • EisnerAmper Wealth Management Corporate Benefits sold 67,007 Invesco Preferred ETF shares in Q3 2023, an estimated $762K.
  • EisnerAmper Wealth Management Corporate Benefits first reported a position in Invesco Preferred ETF in Q4 2022 and held it in 3 quarters.
  • EisnerAmper Wealth Management Corporate Benefits's Invesco Preferred ETF position peaked at $991K in Q4 2022.
  • 478 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2023.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q3 2023, filed 10 Oct 2023.