Firethorn Wealth Partners’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
2021
Q2
$227K Buy
14,795
+2,501
+20% +$37.8K 0.19% 111
2021
Q1
$184K Buy
+12,294
New +$183K 0.17% 121

Other funds holding PGX

Firethorn Wealth Partners's PGX Position: Q2 2021 in Review

Firethorn Wealth Partners increased its Invesco Preferred ETF (PGX) stake by 20% in Q2 2021, buying an estimated $37.8K and bringing the position to 14,795 shares worth $227K. The position accounts for 0.19% of the portfolio, ranked #111.

Firethorn Wealth Partners first reported a position in PGX in Q1 2021 and has held it in 2 quarters since. 506 funds tracked by Wall St. Rank hold PGX as of Q2 2021.

  • Firethorn Wealth Partners held 14,795 shares of Invesco Preferred ETF worth $227K as of Q2 2021.
  • Firethorn Wealth Partners bought 2,501 Invesco Preferred ETF shares in Q2 2021, an estimated $37.8K.
  • Invesco Preferred ETF made up 0.19% of Firethorn Wealth Partners's portfolio in Q2 2021, its #111 holding.
  • Firethorn Wealth Partners first reported a position in Invesco Preferred ETF in Q1 2021 and has held it in 2 quarters since.
  • 506 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2021.

Based on Firethorn Wealth Partners's 13F filing for Q2 2021, filed 20 Jul 2021.