Parisi Gray Wealth Management’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
-53
Closed -$1K 635
2018
Q1
$1K Buy
+53
New +$773 ﹤0.01% 593

Other funds holding PGX

Parisi Gray Wealth Management's PGX Position: Q2 2018 in Review

Parisi Gray Wealth Management sold out of Invesco Preferred ETF (PGX) in Q2 2018, closing a stake of 53 shares — an estimated $1K sold.

Parisi Gray Wealth Management first reported a position in PGX in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 314 funds tracked by Wall St. Rank hold PGX as of Q2 2018.

  • Parisi Gray Wealth Management reported no remaining Invesco Preferred ETF position as of Q2 2018 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 53 Invesco Preferred ETF shares in Q2 2018, an estimated $1K.
  • Parisi Gray Wealth Management first reported a position in Invesco Preferred ETF in Q1 2018 and held it in 1 quarter.
  • Parisi Gray Wealth Management's Invesco Preferred ETF position peaked at $1K in Q1 2018.
  • 314 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2018.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.