CWSR
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Chessman Wealth Strategies RIA’s Invesco Preferred ETF PGX Stock Holding History

Chessman Wealth Strategies RIA’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
2018
Q1 		– Sell
-698,250
Closed -$10.4M – 31
2017
Q4 		$10.4M Buy
+698,250
New +$10.5M 10.38% 3

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFG
CNO Financial Group Carmel, Indiana $174M AUM 1.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Chessman Wealth Strategies RIA's PGX Position: Q1 2018 in Review

Chessman Wealth Strategies RIA sold out of Invesco Preferred ETF (PGX) in Q1 2018, closing a stake of 698,250 shares — an estimated $10.4M sold.

Chessman Wealth Strategies RIA first reported a position in PGX in Q4 2017 and held it in 1 quarter. The position peaked at $10.4M in Q4 2017. 320 funds tracked by Wall St. Rank hold PGX as of Q1 2018.

  • Chessman Wealth Strategies RIA reported no remaining Invesco Preferred ETF position as of Q1 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 698,250 Invesco Preferred ETF shares in Q1 2018, an estimated $10.4M.
  • Chessman Wealth Strategies RIA first reported a position in Invesco Preferred ETF in Q4 2017 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's Invesco Preferred ETF position peaked at $10.4M in Q4 2017.
  • 320 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q1 2018, filed 9 May 2018.