Arden Trust’s Invesco Preferred ETF PGX Stock Holding History

Arden Trust’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
2020 Q2	–	Sell	-90	Closed	-$1K	–	640
2020 Q1	$1K	Buy	+90	New	+$1.29K	﹤0.01%	728

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return

Arden Trust's PGX Position: Q2 2020 in Review

Arden Trust sold out of Invesco Preferred ETF (PGX) in Q2 2020, closing a stake of 90 shares — an estimated $1K sold.

Arden Trust first reported a position in PGX in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 414 funds tracked by Wall St. Rank hold PGX as of Q2 2020.

Arden Trust reported no remaining Invesco Preferred ETF position as of Q2 2020 after selling out during the quarter.
Arden Trust sold 90 Invesco Preferred ETF shares in Q2 2020, an estimated $1K.
Arden Trust first reported a position in Invesco Preferred ETF in Q1 2020 and held it in 1 quarter.
Arden Trust's Invesco Preferred ETF position peaked at $1K in Q1 2020.
414 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2020.

Based on Arden Trust's 13F filing for Q2 2020, filed 9 Jul 2020.