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Berman Capital Advisors’s Invesco Preferred ETF PGX Stock Holding History

Berman Capital Advisors’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
Q1 		– Sell
-94
Closed -$1K – 1448
2018
Q4 		$1K Buy
+94
New +$1.3K ﹤0.01% 1045

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
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

Berman Capital Advisors's PGX Position: Q1 2019 in Review

Berman Capital Advisors sold out of Invesco Preferred ETF (PGX) in Q1 2019, closing a stake of 94 shares — an estimated $1K sold.

Berman Capital Advisors first reported a position in PGX in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 347 funds tracked by Wall St. Rank hold PGX as of Q1 2019.

  • Berman Capital Advisors reported no remaining Invesco Preferred ETF position as of Q1 2019 after selling out during the quarter.
  • Berman Capital Advisors sold 94 Invesco Preferred ETF shares in Q1 2019, an estimated $1K.
  • Berman Capital Advisors first reported a position in Invesco Preferred ETF in Q4 2018 and held it in 1 quarter.
  • Berman Capital Advisors's Invesco Preferred ETF position peaked at $1K in Q4 2018.
  • 347 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2019.

Based on Berman Capital Advisors's 13F filing for Q1 2019, filed 8 May 2019.