Highland Private Wealth Management’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
2018
Q2
– Sell
-20,111
Closed -$294K – 138
2018
Q1
$294K Buy
+20,111
New +$293K 0.18% 88

Other funds holding PGX

Highland Private Wealth Management's PGX Position: Q2 2018 in Review

Highland Private Wealth Management sold out of Invesco Preferred ETF (PGX) in Q2 2018, closing a stake of 20,111 shares — an estimated $294K sold.

Highland Private Wealth Management first reported a position in PGX in Q1 2018 and held it in 1 quarter. The position peaked at $294K in Q1 2018. 313 funds tracked by Wall St. Rank hold PGX as of Q2 2018.

  • Highland Private Wealth Management reported no remaining Invesco Preferred ETF position as of Q2 2018 after selling out during the quarter.
  • Highland Private Wealth Management sold 20,111 Invesco Preferred ETF shares in Q2 2018, an estimated $294K.
  • Highland Private Wealth Management first reported a position in Invesco Preferred ETF in Q1 2018 and held it in 1 quarter.
  • Highland Private Wealth Management's Invesco Preferred ETF position peaked at $294K in Q1 2018.
  • 313 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2018.

Based on Highland Private Wealth Management's 13F filing for Q2 2018, filed 7 Aug 2018.