Fortis Group Advisors’s Invesco Preferred ETF PGX Stock Holding History

Fortis Group 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
2020 Q3	$12K	Buy	+846	New	+$12.4K	﹤0.01%	275

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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fortis Group Advisors's PGX Position: Q3 2020 in Review

Fortis Group Advisors opened a new position in Invesco Preferred ETF (PGX) in Q3 2020: 846 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #275 among its holdings.

427 funds tracked by Wall St. Rank hold PGX as of Q3 2020.

Fortis Group Advisors held 846 shares of Invesco Preferred ETF worth $12K as of Q3 2020.
Invesco Preferred ETF was a new Fortis Group Advisors position in Q3 2020.
Invesco Preferred ETF made up ﹤0.01% of Fortis Group Advisors's portfolio in Q3 2020, its #275 holding.
427 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2020.

Based on Fortis Group Advisors's 13F filing for Q3 2020, filed 17 Nov 2020.