IMA Advisory Services’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
2019
Q1
Sell
-31
Closed 320
2018
Q4
$0 Hold
31
﹤0.01% 342
2018
Q3
$0 Hold
31
﹤0.01% 426
2018
Q2
$0 Buy
+31
New +$449 ﹤0.01% 475

Other funds holding PGX

IMA Advisory Services's PGX Position: Q1 2019 in Review

IMA Advisory Services sold out of Invesco Preferred ETF (PGX) in Q1 2019, closing a stake of 31 shares.

IMA Advisory Services first reported a position in PGX in Q2 2018 and held it in 3 quarters. The position peaked at $0 in Q4 2018. 347 funds tracked by Wall St. Rank hold PGX as of Q1 2019.

  • IMA Advisory Services reported no remaining Invesco Preferred ETF position as of Q1 2019 after selling out during the quarter.
  • IMA Advisory Services sold 31 Invesco Preferred ETF shares in Q1 2019.
  • IMA Advisory Services first reported a position in Invesco Preferred ETF in Q2 2018 and held it in 3 quarters.
  • IMA Advisory Services's Invesco Preferred ETF position peaked at $0 in Q4 2018.
  • 347 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2019.

Based on IMA Advisory Services's 13F filing for Q1 2019, filed 9 May 2019.