Joel Greenblatt - Gotham Asset Management
Holding/activity history for Invesco Preferred ETF (PGX)
← All PGX superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 296,689 | <0.01 | Add 63.33% | <0.01 | $10.86–11.55 · VW $11.30i | $3,227,976 | SEC |
| 2025 Q4 | 181,647 | <0.01 | Add 48.70% | <0.01 | $11.17–11.74 · VW $11.36i | $2,041,712 | SEC |
| 2025 Q3 | 122,156 | <0.01 | Add 8.37% | <0.01 | $11.10–11.92 · VW $11.40i | $1,417,010 | SEC |
| 2025 Q2 | 112,722 | <0.01 | Reduce 10.45% | <0.01 | $10.70–11.29 · VW $11.01i | $1,254,596 | SEC |
| 2025 Q1 | 125,878 | 0.01 | Add 2.85% | <0.01 | $11.22–11.82 · VW $11.51i | $1,412,351 | SEC |
| 2024 Q4 | 122,392 | 0.01 | Add 8.68% | <0.01 | $11.34–12.52 · VW $11.87i | $1,411,180 | SEC |
| 2024 Q3 | 112,619 | 0.01 | Add 0.07% | $11.42–12.54 · VW $11.90i | $1,390,845 | SEC | |
| 2024 Q2 | 112,537 | 0.02 | Buy | 0.02 | $11.23–11.97 · VW $11.53i | $1,299,802 | SEC |
Price snapshot:
Current price$10.83
Avg. buy price$11.23
+/- since buy-3.53%
52-week low$10.47
52-week high$11.33