Lowe Wealth 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
2020
Q1
Sell
-400
Closed -$6K 336
2019
Q4
$6K Hold
400
﹤0.01% 195
2019
Q3
$6K Hold
400
﹤0.01% 186
2019
Q2
$6K Buy
+400
New +$5.84K ﹤0.01% 197

Other funds holding PGX

Lowe Wealth Advisors's PGX Position: Q1 2020 in Review

Lowe Wealth Advisors sold out of Invesco Preferred ETF (PGX) in Q1 2020, closing a stake of 400 shares — an estimated $6K sold.

Lowe Wealth Advisors first reported a position in PGX in Q2 2019 and held it in 3 quarters. The position peaked at $6K in Q4 2019. 404 funds tracked by Wall St. Rank hold PGX as of Q1 2020.

  • Lowe Wealth Advisors reported no remaining Invesco Preferred ETF position as of Q1 2020 after selling out during the quarter.
  • Lowe Wealth Advisors sold 400 Invesco Preferred ETF shares in Q1 2020, an estimated $6K.
  • Lowe Wealth Advisors first reported a position in Invesco Preferred ETF in Q2 2019 and held it in 3 quarters.
  • Lowe Wealth Advisors's Invesco Preferred ETF position peaked at $6K in Q4 2019.
  • 404 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2020.

Based on Lowe Wealth Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.