JFS Wealth Advisors’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
Other funds holding PGX
HNB
JFS Wealth Advisors's PGX Position: Q4 2020 in Review
JFS Wealth Advisors sold out of Invesco Preferred ETF (PGX) in Q4 2020, closing a stake of 108 shares — an estimated $2K sold.
JFS Wealth Advisors first reported a position in PGX in Q2 2015 and held it in 3 quarters. The position peaked at $5K in Q2 2015. 492 funds tracked by Wall St. Rank hold PGX as of Q4 2020.
- JFS Wealth Advisors reported no remaining Invesco Preferred ETF position as of Q4 2020 after selling out during the quarter.
- JFS Wealth Advisors sold 108 Invesco Preferred ETF shares in Q4 2020, an estimated $2K.
- JFS Wealth Advisors first reported a position in Invesco Preferred ETF in Q2 2015 and held it in 3 quarters.
- JFS Wealth Advisors's Invesco Preferred ETF position peaked at $5K in Q2 2015.
- 492 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2020.
Based on JFS Wealth Advisors's 13F filing for Q4 2020, filed 1 Feb 2021.