Wealthfront’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
Other funds holding PGX
HNB
Wealthfront's PGX Position: Q4 2015 in Review
Wealthfront sold out of Invesco Preferred ETF (PGX) in Q4 2015, closing a stake of 351 shares — an estimated $5K sold.
Wealthfront first reported a position in PGX in Q2 2014 and held it in 3 quarters. The position peaked at $5K in Q3 2015. 196 funds tracked by Wall St. Rank hold PGX as of Q4 2015.
- Wealthfront reported no remaining Invesco Preferred ETF position as of Q4 2015 after selling out during the quarter.
- Wealthfront sold 351 Invesco Preferred ETF shares in Q4 2015, an estimated $5K.
- Wealthfront first reported a position in Invesco Preferred ETF in Q2 2014 and held it in 3 quarters.
- Wealthfront's Invesco Preferred ETF position peaked at $5K in Q3 2015.
- 196 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2015.
Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.