Prelude Capital 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
2023
Q1
Sell
-12,750
Closed -$143K 1396
2022
Q4
$143K Buy
12,750
+2,750
+28% +$31.8K 0.01% 1022
2022
Q3
$119K Buy
+10,000
New +$126K ﹤0.01% 1150

Other funds holding PGX

Prelude Capital Management's PGX Position: Q1 2023 in Review

Prelude Capital Management sold out of Invesco Preferred ETF (PGX) in Q1 2023, closing a stake of 12,750 shares — an estimated $143K sold.

Prelude Capital Management first reported a position in PGX in Q3 2022 and held it in 2 quarters. The position peaked at $143K in Q4 2022. 470 funds tracked by Wall St. Rank hold PGX as of Q1 2023.

  • Prelude Capital Management reported no remaining Invesco Preferred ETF position as of Q1 2023 after selling out during the quarter.
  • Prelude Capital Management sold 12,750 Invesco Preferred ETF shares in Q1 2023, an estimated $143K.
  • Prelude Capital Management first reported a position in Invesco Preferred ETF in Q3 2022 and held it in 2 quarters.
  • Prelude Capital Management's Invesco Preferred ETF position peaked at $143K in Q4 2022.
  • 470 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2023.

Based on Prelude Capital Management's 13F filing for Q1 2023, filed 15 May 2023.