WealthBridge 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
2019
Q2
Sell
-8,630
Closed -$125K 653
2019
Q1
$125K Hold
8,630
0.08% 161
2018
Q4
$116K Buy
+8,630
New +$119K 0.09% 153

Other funds holding PGX

WealthBridge Capital Management's PGX Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Invesco Preferred ETF (PGX) in Q2 2019, closing a stake of 8,630 shares — an estimated $125K sold.

WealthBridge Capital Management first reported a position in PGX in Q4 2018 and held it in 2 quarters. The position peaked at $125K in Q1 2019. 362 funds tracked by Wall St. Rank hold PGX as of Q2 2019.

  • WealthBridge Capital Management reported no remaining Invesco Preferred ETF position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 8,630 Invesco Preferred ETF shares in Q2 2019, an estimated $125K.
  • WealthBridge Capital Management first reported a position in Invesco Preferred ETF in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's Invesco Preferred ETF position peaked at $125K in Q1 2019.
  • 362 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.