Paladin Advisory Group’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
2022
Q2
Sell
-96,318
Closed -$1.21M 452
2022
Q1
$1.3M Buy
+96,318
New +$1.34M 1.06% 30

Other funds holding PGX

Paladin Advisory Group's PGX Position: Q2 2022 in Review

Paladin Advisory Group sold out of Invesco Preferred ETF (PGX) in Q2 2022, closing a stake of 96,318 shares — an estimated $1.21M sold.

Paladin Advisory Group first reported a position in PGX in Q1 2022 and held it in 1 quarter. The position peaked at $1.3M in Q1 2022. 498 funds tracked by Wall St. Rank hold PGX as of Q2 2022.

  • Paladin Advisory Group reported no remaining Invesco Preferred ETF position as of Q2 2022 after selling out during the quarter.
  • Paladin Advisory Group sold 96,318 Invesco Preferred ETF shares in Q2 2022, an estimated $1.21M.
  • Paladin Advisory Group first reported a position in Invesco Preferred ETF in Q1 2022 and held it in 1 quarter.
  • Paladin Advisory Group's Invesco Preferred ETF position peaked at $1.3M in Q1 2022.
  • 498 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2022.

Based on Paladin Advisory Group's 13F filing for Q2 2022, filed 6 Jul 2022.