Windsor Wealth Management’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
Other funds holding PGX
AF
SAMC
Windsor Wealth Management's PGX Position: Q3 2023 in Review
Windsor Wealth Management increased its Invesco Preferred ETF (PGX) stake by 3.2% in Q3 2023, buying an estimated $7.12K and bringing the position to 20,370 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #146.
Windsor Wealth Management first reported a position in PGX in Q4 2022 and has held it in 4 quarters since. The position peaked at $224K in Q2 2023. 478 funds tracked by Wall St. Rank hold PGX as of Q3 2023.
- Windsor Wealth Management held 20,370 shares of Invesco Preferred ETF worth $223K as of Q3 2023.
- Windsor Wealth Management bought 637 Invesco Preferred ETF shares in Q3 2023, an estimated $7.12K.
- Invesco Preferred ETF made up 0.04% of Windsor Wealth Management's portfolio in Q3 2023, its #146 holding.
- Windsor Wealth Management first reported a position in Invesco Preferred ETF in Q4 2022 and has held it in 4 quarters since.
- Windsor Wealth Management's Invesco Preferred ETF position peaked at $224K in Q2 2023.
- 478 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2023.
Based on Windsor Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.