WT Wealth 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
2022
Q1
Sell
-22,972
Closed -$345K 122
2021
Q4
$345K Hold
22,972
0.13% 100
2021
Q3
$345K Buy
22,972
+1,646
+8% +$25K 0.13% 101
2021
Q2
$327K Buy
21,326
+6,666
+45% +$101K 0.13% 104
2021
Q1
$220K Buy
+14,660
New +$218K 0.1% 117

Other funds holding PGX

WT Wealth Management's PGX Position: Q1 2022 in Review

WT Wealth Management sold out of Invesco Preferred ETF (PGX) in Q1 2022, closing a stake of 22,972 shares — an estimated $345K sold.

WT Wealth Management first reported a position in PGX in Q1 2021 and held it in 4 quarters. The position peaked at $345K in Q4 2021. 523 funds tracked by Wall St. Rank hold PGX as of Q1 2022.

  • WT Wealth Management reported no remaining Invesco Preferred ETF position as of Q1 2022 after selling out during the quarter.
  • WT Wealth Management sold 22,972 Invesco Preferred ETF shares in Q1 2022, an estimated $345K.
  • WT Wealth Management first reported a position in Invesco Preferred ETF in Q1 2021 and held it in 4 quarters.
  • WT Wealth Management's Invesco Preferred ETF position peaked at $345K in Q4 2021.
  • 523 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2022.

Based on WT Wealth Management's 13F filing for Q1 2022, filed 6 May 2022.