LexAurum Advisors’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
2018
Q2
Sell
-10,269
Closed -$150K 156
2018
Q1
$150K Sell
10,269
-1,546
-13% -$22.5K 0.13% 141
2017
Q4
$175K Buy
+11,815
New +$177K 0.16% 142

Other funds holding PGX

LexAurum Advisors's PGX Position: Q2 2018 in Review

LexAurum Advisors sold out of Invesco Preferred ETF (PGX) in Q2 2018, closing a stake of 10,269 shares — an estimated $150K sold.

LexAurum Advisors first reported a position in PGX in Q4 2017 and held it in 2 quarters. The position peaked at $175K in Q4 2017. 314 funds tracked by Wall St. Rank hold PGX as of Q2 2018.

  • LexAurum Advisors reported no remaining Invesco Preferred ETF position as of Q2 2018 after selling out during the quarter.
  • LexAurum Advisors sold 10,269 Invesco Preferred ETF shares in Q2 2018, an estimated $150K.
  • LexAurum Advisors first reported a position in Invesco Preferred ETF in Q4 2017 and held it in 2 quarters.
  • LexAurum Advisors's Invesco Preferred ETF position peaked at $175K in Q4 2017.
  • 314 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2018.

Based on LexAurum Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.