QP 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
2022
Q3
Sell
-34,500
Closed -$426K 68
2022
Q2
$426K Buy
+34,500
New +$434K 0.58% 40

Other funds holding PGX

QP Wealth Management's PGX Position: Q3 2022 in Review

QP Wealth Management sold out of Invesco Preferred ETF (PGX) in Q3 2022, closing a stake of 34,500 shares — an estimated $426K sold.

QP Wealth Management first reported a position in PGX in Q2 2022 and held it in 1 quarter. The position peaked at $426K in Q2 2022. 475 funds tracked by Wall St. Rank hold PGX as of Q3 2022.

  • QP Wealth Management reported no remaining Invesco Preferred ETF position as of Q3 2022 after selling out during the quarter.
  • QP Wealth Management sold 34,500 Invesco Preferred ETF shares in Q3 2022, an estimated $426K.
  • QP Wealth Management first reported a position in Invesco Preferred ETF in Q2 2022 and held it in 1 quarter.
  • QP Wealth Management's Invesco Preferred ETF position peaked at $426K in Q2 2022.
  • 475 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2022.

Based on QP Wealth Management's 13F filing for Q3 2022, filed 12 Oct 2022.