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

Doyle 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 Q3	–	Sell	-86	Closed	-$1K	–	596
2019 Q2	$1K	Buy	+86	New	+$1.25K	﹤0.01%	825
2019 Q1	–	Sell	-2,337	Closed	-$31K	–	578
2018 Q4	$31K	Buy	+2,337	New	+$32.2K	0.01%	449

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

Doyle Wealth Management's PGX Position: Q3 2019 in Review

Doyle Wealth Management sold out of Invesco Preferred ETF (PGX) in Q3 2019, closing a stake of 86 shares — an estimated $1K sold.

Doyle Wealth Management first reported a position in PGX in Q4 2018 and held it in 2 quarters. The position peaked at $31K in Q4 2018. 358 funds tracked by Wall St. Rank hold PGX as of Q3 2019.

Doyle Wealth Management reported no remaining Invesco Preferred ETF position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 86 Invesco Preferred ETF shares in Q3 2019, an estimated $1K.
Doyle Wealth Management first reported a position in Invesco Preferred ETF in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's Invesco Preferred ETF position peaked at $31K in Q4 2018.
358 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.