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. 314 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.
  • 314 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.