Essex Private Wealth Management’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
Other funds holding PGX
AF
SAMC
Essex Private Wealth Management's PGX Position: Q1 2023 in Review
Essex Private Wealth Management sold out of Invesco Preferred ETF (PGX) in Q1 2023, closing a stake of 15,555 shares — an estimated $174K sold.
Essex Private Wealth Management first reported a position in PGX in Q2 2022 and held it in 3 quarters. The position peaked at $192K in Q2 2022. 471 funds tracked by Wall St. Rank hold PGX as of Q1 2023.
- Essex Private Wealth Management reported no remaining Invesco Preferred ETF position as of Q1 2023 after selling out during the quarter.
- Essex Private Wealth Management sold 15,555 Invesco Preferred ETF shares in Q1 2023, an estimated $174K.
- Essex Private Wealth Management first reported a position in Invesco Preferred ETF in Q2 2022 and held it in 3 quarters.
- Essex Private Wealth Management's Invesco Preferred ETF position peaked at $192K in Q2 2022.
- 471 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2023.
Based on Essex Private Wealth Management's 13F filing for Q1 2023, filed 2 May 2023.