Ceros Financial Services’s Invesco Preferred ETF PGX Stock Holding History

Ceros Financial Services’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	$4.46M	Buy	+445,663	New	+$6.34M	1.41%	14

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

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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

TLP

Trinity Legacy Partners Houston, Texas $462M AUM 15.55% 1-Year Est. Return

Ceros Financial Services's PGX Position: Q1 2019 in Review

Ceros Financial Services opened a new position in Invesco Preferred ETF (PGX) in Q1 2019: 445,663 shares worth $4.46M. The stake represents 1.41% of the portfolio and ranks #14 among its holdings.

347 funds tracked by Wall St. Rank hold PGX as of Q1 2019.

Ceros Financial Services held 445,663 shares of Invesco Preferred ETF worth $4.46M as of Q1 2019.
Invesco Preferred ETF was a new Ceros Financial Services position in Q1 2019.
Invesco Preferred ETF made up 1.41% of Ceros Financial Services's portfolio in Q1 2019, its #14 holding.
347 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2019.

Based on Ceros Financial Services's 13F filing for Q1 2019, filed 3 May 2019.