Meeder Advisory 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
2023
Q2
Sell
-272,695
Closed -$3.13M 447
2023
Q1
$3.13M Buy
272,695
+22,113
+9% +$265K 0.36% 43
2022
Q4
$2.8M Buy
+250,582
New +$2.9M 0.35% 48

Other funds holding PGX

Meeder Advisory Services's PGX Position: Q2 2023 in Review

Meeder Advisory Services sold out of Invesco Preferred ETF (PGX) in Q2 2023, closing a stake of 272,695 shares — an estimated $3.13M sold.

Meeder Advisory Services first reported a position in PGX in Q4 2022 and held it in 2 quarters. The position peaked at $3.13M in Q1 2023. 477 funds tracked by Wall St. Rank hold PGX as of Q2 2023.

  • Meeder Advisory Services reported no remaining Invesco Preferred ETF position as of Q2 2023 after selling out during the quarter.
  • Meeder Advisory Services sold 272,695 Invesco Preferred ETF shares in Q2 2023, an estimated $3.13M.
  • Meeder Advisory Services first reported a position in Invesco Preferred ETF in Q4 2022 and held it in 2 quarters.
  • Meeder Advisory Services's Invesco Preferred ETF position peaked at $3.13M in Q1 2023.
  • 477 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2023.

Based on Meeder Advisory Services's 13F filing for Q2 2023, filed 11 Aug 2023.