Wedmont Private Capital’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
Q1
Sell
-47,656
Closed -$708K 329
2021
Q4
$708K Buy
+47,656
New +$710K 0.22% 77

Other funds holding PGX

Wedmont Private Capital's PGX Position: Q1 2022 in Review

Wedmont Private Capital sold out of Invesco Preferred ETF (PGX) in Q1 2022, closing a stake of 47,656 shares — an estimated $708K sold.

Wedmont Private Capital first reported a position in PGX in Q4 2021 and held it in 1 quarter. The position peaked at $708K in Q4 2021. 523 funds tracked by Wall St. Rank hold PGX as of Q1 2022.

  • Wedmont Private Capital reported no remaining Invesco Preferred ETF position as of Q1 2022 after selling out during the quarter.
  • Wedmont Private Capital sold 47,656 Invesco Preferred ETF shares in Q1 2022, an estimated $708K.
  • Wedmont Private Capital first reported a position in Invesco Preferred ETF in Q4 2021 and held it in 1 quarter.
  • Wedmont Private Capital's Invesco Preferred ETF position peaked at $708K in Q4 2021.
  • 523 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2022.

Based on Wedmont Private Capital's 13F filing for Q1 2022, filed 5 Apr 2022.