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Archford Capital Strategies’s Invesco Preferred ETF PGX Stock Holding History

Archford Capital Strategies’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
-2,161
Closed -$32K – 435
2019
Q2 		$32K Hold
2,161
– – 0.01% 306
2019
Q1 		$31K Sell
2,161
-6
-0.3% -$85 0.01% 301
2018
Q4 		$29K Hold
2,167
– – 0.01% 291
2018
Q3 		$31K Hold
2,167
– – 0.01% 319
2018
Q2 		$32K Sell
2,167
-6,000
-73% -$86.9K 0.01% 327
2018
Q1 		$121K Buy
+8,167
New +$119K 0.05% 156
2017
Q2 		– Sell
-8,131
Closed -$121K – 503
2017
Q1 		$121K Sell
8,131
-4,127
-34% -$60.4K 0.05% 223
2016
Q4 		$174K Hold
12,258
– – 0.07% 173
2016
Q3 		$185K Hold
12,258
– – 0.08% 182
2016
Q2 		$187K Buy
12,258
+865
+8% +$13K 0.1% 160
2016
Q1 		$170K Sell
11,393
-8
-0.1% -$118 0.08% 168
2015
Q4 		$171K Hold
11,401
– – 0.08% 178
2015
Q3 		$166K Sell
11,401
-1,902
-14% -$27.8K 0.12% 123
2015
Q2 		$193K Buy
13,303
+2,860
+27% +$42.1K 0.14% 116
2015
Q1 		$156K Buy
10,443
+8,011
+329% +$119K 0.11% 127
2014
Q4 		$36K Buy
2,432
+356
+17% +$5.19K 0.03% 237
2014
Q3 		$30K Buy
2,076
+701
+51% +$10.2K 0.02% 252
2014
Q2 		$20.1K Buy
1,375
+1,135
+473% +$16.4K 0.02% 311
2014
Q1 		$3.42K Buy
+240
New +$3.35K ﹤0.01% 573

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cohen & Steers
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

Archford Capital Strategies's PGX Position: Q3 2019 in Review

Archford Capital Strategies sold out of Invesco Preferred ETF (PGX) in Q3 2019, closing a stake of 2,161 shares — an estimated $32K sold.

Archford Capital Strategies first reported a position in PGX in Q1 2014 and held it in 19 quarters. The position peaked at $193K in Q2 2015. 358 funds tracked by Wall St. Rank hold PGX as of Q3 2019.

  • Archford Capital Strategies reported no remaining Invesco Preferred ETF position as of Q3 2019 after selling out during the quarter.
  • Archford Capital Strategies sold 2,161 Invesco Preferred ETF shares in Q3 2019, an estimated $32K.
  • Archford Capital Strategies first reported a position in Invesco Preferred ETF in Q1 2014 and held it in 19 quarters.
  • Archford Capital Strategies's Invesco Preferred ETF position peaked at $193K in Q2 2015.
  • 358 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.