Suncoast Equity 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
Q2
Sell
-12,695
Closed -$146K 74
2023
Q1
$146K Buy
+12,695
New +$152K 0.02% 65

Other funds holding PGX

Suncoast Equity Management's PGX Position: Q2 2023 in Review

Suncoast Equity Management sold out of Invesco Preferred ETF (PGX) in Q2 2023, closing a stake of 12,695 shares — an estimated $146K sold.

Suncoast Equity Management first reported a position in PGX in Q1 2023 and held it in 1 quarter. The position peaked at $146K in Q1 2023. 477 funds tracked by Wall St. Rank hold PGX as of Q2 2023.

  • Suncoast Equity Management reported no remaining Invesco Preferred ETF position as of Q2 2023 after selling out during the quarter.
  • Suncoast Equity Management sold 12,695 Invesco Preferred ETF shares in Q2 2023, an estimated $146K.
  • Suncoast Equity Management first reported a position in Invesco Preferred ETF in Q1 2023 and held it in 1 quarter.
  • Suncoast Equity Management's Invesco Preferred ETF position peaked at $146K in Q1 2023.
  • 477 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2023.

Based on Suncoast Equity Management's 13F filing for Q2 2023, filed 7 Aug 2023.