Kissinger Financial 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
2017
Q2
$693K Sell
45,868
-410
-0.9% -$6.16K 0.69% 46
2017
Q1
$686K Sell
46,278
-883
-2% -$12.9K 0.71% 46
2016
Q4
$671K Buy
47,161
+2,311
+5% +$33.7K 0.7% 49
2016
Q3
$678K Buy
+44,850
New +$686K 0.74% 46

Other funds holding PGX

Kissinger Financial Services's PGX Position: Q2 2017 in Review

Kissinger Financial Services reduced its Invesco Preferred ETF (PGX) stake by 0.89% in Q2 2017, selling an estimated $6.16K and leaving 45,868 shares worth $693K. The position accounts for 0.69% of the portfolio, ranked #46.

Kissinger Financial Services first reported a position in PGX in Q3 2016 and has held it in 4 quarters since. 269 funds tracked by Wall St. Rank hold PGX as of Q2 2017.

  • Kissinger Financial Services held 45,868 shares of Invesco Preferred ETF worth $693K as of Q2 2017.
  • Kissinger Financial Services sold 410 Invesco Preferred ETF shares in Q2 2017, an estimated $6.16K.
  • Invesco Preferred ETF made up 0.69% of Kissinger Financial Services's portfolio in Q2 2017, its #46 holding.
  • Kissinger Financial Services first reported a position in Invesco Preferred ETF in Q3 2016 and has held it in 4 quarters since.
  • 269 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2017.

Based on Kissinger Financial Services's 13F filing for Q2 2017, filed 11 Jul 2017.