Gupta Wealth Management’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
Other funds holding PGX
HNB
Gupta Wealth Management's PGX Position: Q1 2016 in Review
Gupta Wealth Management reduced its Invesco Preferred ETF (PGX) stake by 3.3% in Q1 2016, selling an estimated $18K and leaving 35,690 shares worth $532K. The position accounts for 0.12% of the portfolio, ranked #140.
Gupta Wealth Management first reported a position in PGX in Q1 2015 and has held it in 5 quarters since. The position peaked at $564K in Q1 2015. 203 funds tracked by Wall St. Rank hold PGX as of Q1 2016.
- Gupta Wealth Management held 35,690 shares of Invesco Preferred ETF worth $532K as of Q1 2016.
- Gupta Wealth Management sold 1,225 Invesco Preferred ETF shares in Q1 2016, an estimated $18K.
- Invesco Preferred ETF made up 0.12% of Gupta Wealth Management's portfolio in Q1 2016, its #140 holding.
- Gupta Wealth Management first reported a position in Invesco Preferred ETF in Q1 2015 and has held it in 5 quarters since.
- Gupta Wealth Management's Invesco Preferred ETF position peaked at $564K in Q1 2015.
- 203 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2016.
Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.