Advocacy Wealth Management Services’s Invesco Preferred ETF PGX Stock Holding History

Advocacy Wealth Management Services’s Portfolio PGX Stock Details PGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-500	Closed	-$7K	–	168
2019 Q2	$7K	Buy	+500	New	+$7.3K	0.01%	143
2017 Q3	–	Sell	-200	Closed	-$3K	–	285
2017 Q2	$3K	Sell	200 -451	-69%	-$6.77K	﹤0.01%	252
2017 Q1	$10K	Sell	651 -29,207	-98%	-$428K	﹤0.01%	206
2016 Q4	$425K	Sell	29,858 -589	-2%	-$8.58K	0.13%	29
2016 Q3	$461K	Sell	30,447 -3,152	-9%	-$48.2K	0.18%	34
2016 Q2	$512K	Buy	33,599 +12,634	+60%	+$190K	0.26%	35
2016 Q1	$313K	Buy	20,965 +13,695	+188%	+$202K	0.22%	64
2015 Q4	$109K	Buy	+7,270	New	+$107K	0.12%	117
2013 Q3	$1.15M	Buy	83,975 +37,875	+82%	+$525K	3.14%	4
2013 Q2	$658K	Buy	+46,100	New	+$679K	2.62%	5

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

TLP

Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return

Advocacy Wealth Management Services's PGX Position: Q3 2019 in Review

Advocacy Wealth Management Services sold out of Invesco Preferred ETF (PGX) in Q3 2019, closing a stake of 500 shares — an estimated $7K sold.

Advocacy Wealth Management Services first reported a position in PGX in Q2 2013 and held it in 10 quarters. The position peaked at $1.15M in Q3 2013. 358 funds tracked by Wall St. Rank hold PGX as of Q3 2019.

Advocacy Wealth Management Services reported no remaining Invesco Preferred ETF position as of Q3 2019 after selling out during the quarter.
Advocacy Wealth Management Services sold 500 Invesco Preferred ETF shares in Q3 2019, an estimated $7K.
Advocacy Wealth Management Services first reported a position in Invesco Preferred ETF in Q2 2013 and held it in 10 quarters.
Advocacy Wealth Management Services's Invesco Preferred ETF position peaked at $1.15M in Q3 2013.
358 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2019.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2019, filed 2 Oct 2019.