Clarus Wealth Advisors’s Invesco Preferred ETF PGX Stock Holding History

Clarus Wealth 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 Q3	–	Sell	-3,372	Closed	-$49K	–	439
2019 Q2	$49K	Hold	3,372	–	–	0.04%	271
2019 Q1	$49K	Buy	3,372 +279	+9%	+$3.97K	0.04%	297
2018 Q4	$42K	Hold	3,093	–	–	0.07%	284
2018 Q3	$44K	Buy	3,093 +125	+4%	+$1.81K	0.03%	319
2018 Q2	$43K	Buy	+2,968	New	+$43K	0.03%	308

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

Cohen & Steers New York $57.6B AUM 8.03% 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

Clarus Wealth Advisors's PGX Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Invesco Preferred ETF (PGX) in Q3 2019, closing a stake of 3,372 shares — an estimated $49K sold.

Clarus Wealth Advisors first reported a position in PGX in Q2 2018 and held it in 5 quarters. The position peaked at $49K in Q2 2019. 358 funds tracked by Wall St. Rank hold PGX as of Q3 2019.

Clarus Wealth Advisors reported no remaining Invesco Preferred ETF position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 3,372 Invesco Preferred ETF shares in Q3 2019, an estimated $49K.
Clarus Wealth Advisors first reported a position in Invesco Preferred ETF in Q2 2018 and held it in 5 quarters.
Clarus Wealth Advisors's Invesco Preferred ETF position peaked at $49K in Q2 2019.
358 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.