Clear Perspective Advisors’s Invesco Preferred ETF PGX Stock Holding History

Clear Perspective 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
2018 Q3	–	Sell	-610	Closed	-$9K	–	355
2018 Q2	$9K	Hold	610	–	–	0.01%	380
2018 Q1	$9K	Buy	610 +198	+48%	+$2.89K	0.01%	365
2017 Q4	$6K	Hold	412	–	–	﹤0.01%	380
2017 Q3	$6K	Hold	412	–	–	﹤0.01%	381
2017 Q2	$6K	Hold	412	–	–	0.01%	383
2017 Q1	$6K	Sell	412 -45	-10%	-$659	﹤0.01%	343
2016 Q4	$7K	Buy	+457	New	+$6.66K	﹤0.01%	333

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Clear Perspective Advisors's PGX Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Invesco Preferred ETF (PGX) in Q3 2018, closing a stake of 610 shares — an estimated $9K sold.

Clear Perspective Advisors first reported a position in PGX in Q4 2016 and held it in 7 quarters. The position peaked at $9K in Q2 2018. 318 funds tracked by Wall St. Rank hold PGX as of Q3 2018.

Clear Perspective Advisors reported no remaining Invesco Preferred ETF position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 610 Invesco Preferred ETF shares in Q3 2018, an estimated $9K.
Clear Perspective Advisors first reported a position in Invesco Preferred ETF in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's Invesco Preferred ETF position peaked at $9K in Q2 2018.
318 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.