Investors Asset Management of Georgia’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
2022
Q4
Sell
-700
Closed -$8K 423
2022
Q3
$8K Hold
700
﹤0.01% 503
2022
Q2
$9K Buy
+700
New +$8.8K ﹤0.01% 428

Other funds holding PGX

Investors Asset Management of Georgia's PGX Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of Invesco Preferred ETF (PGX) in Q4 2022, closing a stake of 700 shares — an estimated $8K sold.

Investors Asset Management of Georgia first reported a position in PGX in Q2 2022 and held it in 2 quarters. The position peaked at $9K in Q2 2022. 497 funds tracked by Wall St. Rank hold PGX as of Q4 2022.

  • Investors Asset Management of Georgia reported no remaining Invesco Preferred ETF position as of Q4 2022 after selling out during the quarter.
  • Investors Asset Management of Georgia sold 700 Invesco Preferred ETF shares in Q4 2022, an estimated $8K.
  • Investors Asset Management of Georgia first reported a position in Invesco Preferred ETF in Q2 2022 and held it in 2 quarters.
  • Investors Asset Management of Georgia's Invesco Preferred ETF position peaked at $9K in Q2 2022.
  • 497 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.