Atlas Brown’s Invesco Preferred ETF PGX Stock Holding History

Atlas Brown’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	-14,374	Closed	-$189K	–	151
2020 Q1	$189K	Hold	14,374	–	–	0.15%	133
2019 Q4	$216K	Hold	14,374	–	–	0.14%	143
2019 Q3	$216K	Sell	14,374 -1,681	-10%	-$25K	0.15%	140
2019 Q2	$235K	Sell	16,055 -1,030	-6%	-$15K	0.16%	137
2019 Q1	$248K	Sell	17,085 -4,944	-22%	-$70.3K	0.18%	130
2018 Q4	$297K	Buy	+22,029	New	+$304K	0.23%	104

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

Atlas Brown's PGX Position: Q2 2020 in Review

Atlas Brown sold out of Invesco Preferred ETF (PGX) in Q2 2020, closing a stake of 14,374 shares — an estimated $189K sold.

Atlas Brown first reported a position in PGX in Q4 2018 and held it in 6 quarters. The position peaked at $297K in Q4 2018. 414 funds tracked by Wall St. Rank hold PGX as of Q2 2020.

Atlas Brown reported no remaining Invesco Preferred ETF position as of Q2 2020 after selling out during the quarter.
Atlas Brown sold 14,374 Invesco Preferred ETF shares in Q2 2020, an estimated $189K.
Atlas Brown first reported a position in Invesco Preferred ETF in Q4 2018 and held it in 6 quarters.
Atlas Brown's Invesco Preferred ETF position peaked at $297K in Q4 2018.
414 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2020.

Based on Atlas Brown's 13F filing for Q2 2020, filed 21 Jul 2020.