Lodestar Private Asset Management’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
Other funds holding PGX
SAMC
Lodestar Private Asset Management's PGX Position: Q2 2023 in Review
Lodestar Private Asset Management sold out of Invesco Preferred ETF (PGX) in Q2 2023, closing a stake of 18,500 shares — an estimated $212K sold.
Lodestar Private Asset Management first reported a position in PGX in Q4 2022 and held it in 2 quarters. The position peaked at $311K in Q4 2022. 475 funds tracked by Wall St. Rank hold PGX as of Q2 2023.
- Lodestar Private Asset Management reported no remaining Invesco Preferred ETF position as of Q2 2023 after selling out during the quarter.
- Lodestar Private Asset Management sold 18,500 Invesco Preferred ETF shares in Q2 2023, an estimated $212K.
- Lodestar Private Asset Management first reported a position in Invesco Preferred ETF in Q4 2022 and held it in 2 quarters.
- Lodestar Private Asset Management's Invesco Preferred ETF position peaked at $311K in Q4 2022.
- 475 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2023.
Based on Lodestar Private Asset Management's 13F filing for Q2 2023, filed 27 Jul 2023.