WBH Advisory’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
2017
Q4
Sell
-17,046
Closed -$256K 226
2017
Q3
$256K Buy
17,046
+237
+1% +$3.58K 0.07% 196
2017
Q2
$253K Sell
16,809
-4,315
-20% -$64.8K 0.07% 199
2017
Q1
$313K Buy
21,124
+124
+0.6% +$1.81K 0.09% 179
2016
Q4
$298K Buy
+21,000
New +$306K 0.1% 177

Other funds holding PGX

WBH Advisory's PGX Position: Q4 2017 in Review

WBH Advisory sold out of Invesco Preferred ETF (PGX) in Q4 2017, closing a stake of 17,046 shares — an estimated $256K sold.

WBH Advisory first reported a position in PGX in Q4 2016 and held it in 4 quarters. The position peaked at $313K in Q1 2017. 327 funds tracked by Wall St. Rank hold PGX as of Q4 2017.

  • WBH Advisory reported no remaining Invesco Preferred ETF position as of Q4 2017 after selling out during the quarter.
  • WBH Advisory sold 17,046 Invesco Preferred ETF shares in Q4 2017, an estimated $256K.
  • WBH Advisory first reported a position in Invesco Preferred ETF in Q4 2016 and held it in 4 quarters.
  • WBH Advisory's Invesco Preferred ETF position peaked at $313K in Q1 2017.
  • 327 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2017.

Based on WBH Advisory's 13F filing for Q4 2017, filed 31 Jan 2018.