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Interchange Capital Partners’s Invesco Preferred ETF PGX Stock Holding History

Interchange Capital Partners’s Portfolio PGX Stock Details PGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-4,030
Closed -$61K – 862
2020
Q4 		$61K Buy
+4,030
New +$60.5K 0.03% 372

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Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Interchange Capital Partners's PGX Position: Q1 2021 in Review

Interchange Capital Partners sold out of Invesco Preferred ETF (PGX) in Q1 2021, closing a stake of 4,030 shares — an estimated $61K sold.

Interchange Capital Partners first reported a position in PGX in Q4 2020 and held it in 1 quarter. The position peaked at $61K in Q4 2020. 506 funds tracked by Wall St. Rank hold PGX as of Q1 2021.

  • Interchange Capital Partners reported no remaining Invesco Preferred ETF position as of Q1 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 4,030 Invesco Preferred ETF shares in Q1 2021, an estimated $61K.
  • Interchange Capital Partners first reported a position in Invesco Preferred ETF in Q4 2020 and held it in 1 quarter.
  • Interchange Capital Partners's Invesco Preferred ETF position peaked at $61K in Q4 2020.
  • 506 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2021.

Based on Interchange Capital Partners's 13F filing for Q1 2021, filed 5 May 2021.