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FundX Investment Group’s Invesco Preferred ETF PGX Stock Holding History

FundX Investment Group’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
2016
Q4 		– Sell
-694,989
Closed -$10.5M – 50
2016
Q3 		$10.5M Buy
694,989
+62,493
+10% +$956K 2.69% 17
2016
Q2 		$9.64M Buy
632,496
+372,298
+143% +$5.59M 2.41% 18
2016
Q1 		$3.88M Buy
+260,198
New +$3.83M 0.97% 18

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

FundX Investment Group's PGX Position: Q4 2016 in Review

FundX Investment Group sold out of Invesco Preferred ETF (PGX) in Q4 2016, closing a stake of 694,989 shares — an estimated $10.5M sold.

FundX Investment Group first reported a position in PGX in Q1 2016 and held it in 3 quarters. The position peaked at $10.5M in Q3 2016. 232 funds tracked by Wall St. Rank hold PGX as of Q4 2016.

  • FundX Investment Group reported no remaining Invesco Preferred ETF position as of Q4 2016 after selling out during the quarter.
  • FundX Investment Group sold 694,989 Invesco Preferred ETF shares in Q4 2016, an estimated $10.5M.
  • FundX Investment Group first reported a position in Invesco Preferred ETF in Q1 2016 and held it in 3 quarters.
  • FundX Investment Group's Invesco Preferred ETF position peaked at $10.5M in Q3 2016.
  • 232 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2016.

Based on FundX Investment Group's 13F filing for Q4 2016, filed 8 Feb 2017.