Destination Wealth Management’s Invesco Preferred ETF PGX Stock Holding History

Destination Wealth Management’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 Q2	–	Sell	-8	Closed	–	–	703
2019 Q1	$0	Buy	+8	New	+$114	﹤0.01%	711
2018 Q2	–	Sell	-68	Closed	-$1K	–	612
2018 Q1	$1K	Buy	+68	New	+$991	﹤0.01%	552

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

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

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

Destination Wealth Management's PGX Position: Q2 2019 in Review

Destination Wealth Management sold out of Invesco Preferred ETF (PGX) in Q2 2019, closing a stake of 8 shares.

Destination Wealth Management first reported a position in PGX in Q1 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2018. 362 funds tracked by Wall St. Rank hold PGX as of Q2 2019.

Destination Wealth Management reported no remaining Invesco Preferred ETF position as of Q2 2019 after selling out during the quarter.
Destination Wealth Management sold 8 Invesco Preferred ETF shares in Q2 2019.
Destination Wealth Management first reported a position in Invesco Preferred ETF in Q1 2018 and held it in 2 quarters.
Destination Wealth Management's Invesco Preferred ETF position peaked at $1K in Q1 2018.
362 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2019.

Based on Destination Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.