BC
PGX icon

Brinker Capital’s Invesco Preferred ETF PGX Stock Holding History

Brinker Capital’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 		$8.22M Buy
+582,164
New +$8.16M 0.26% 84

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

Brinker Capital's PGX Position: Q2 2020 in Review

Brinker Capital opened a new position in Invesco Preferred ETF (PGX) in Q2 2020: 582,164 shares worth $8.22M. The stake represents 0.26% of the portfolio and ranks #84 among its holdings.

414 funds tracked by Wall St. Rank hold PGX as of Q2 2020.

  • Brinker Capital held 582,164 shares of Invesco Preferred ETF worth $8.22M as of Q2 2020.
  • Invesco Preferred ETF was a new Brinker Capital position in Q2 2020.
  • Invesco Preferred ETF made up 0.26% of Brinker Capital's portfolio in Q2 2020, its #84 holding.
  • 414 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2020.

Based on Brinker Capital's 13F filing for Q2 2020, filed 30 Jul 2020.