Selective 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
Q4
Sell
-2,692
Closed -$32K 561
2022
Q3
$32K Buy
2,692
+38
+1% +$478 0.01% 358
2022
Q2
$33K Buy
+2,654
New +$33.4K 0.01% 390

Other funds holding PGX

Selective Wealth Management's PGX Position: Q4 2022 in Review

Selective Wealth Management sold out of Invesco Preferred ETF (PGX) in Q4 2022, closing a stake of 2,692 shares — an estimated $32K sold.

Selective Wealth Management first reported a position in PGX in Q2 2022 and held it in 2 quarters. The position peaked at $33K in Q2 2022. 496 funds tracked by Wall St. Rank hold PGX as of Q4 2022.

  • Selective Wealth Management reported no remaining Invesco Preferred ETF position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 2,692 Invesco Preferred ETF shares in Q4 2022, an estimated $32K.
  • Selective Wealth Management first reported a position in Invesco Preferred ETF in Q2 2022 and held it in 2 quarters.
  • Selective Wealth Management's Invesco Preferred ETF position peaked at $33K in Q2 2022.
  • 496 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.