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Global Wealth Management Investment Advisory’s Invesco Preferred ETF PGX Stock Holding History

Global Wealth Management Investment Advisory’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
Q2 		– Sell
-100
Closed -$1K – 655
2020
Q1 		$1K Buy
+100
New +$1.44K ﹤0.01% 562

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

Global Wealth Management Investment Advisory's PGX Position: Q2 2020 in Review

Global Wealth Management Investment Advisory sold out of Invesco Preferred ETF (PGX) in Q2 2020, closing a stake of 100 shares — an estimated $1K sold.

Global Wealth Management Investment Advisory first reported a position in PGX in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 414 funds tracked by Wall St. Rank hold PGX as of Q2 2020.

  • Global Wealth Management Investment Advisory reported no remaining Invesco Preferred ETF position as of Q2 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 100 Invesco Preferred ETF shares in Q2 2020, an estimated $1K.
  • Global Wealth Management Investment Advisory first reported a position in Invesco Preferred ETF in Q1 2020 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Invesco Preferred ETF position peaked at $1K in Q1 2020.
  • 414 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2020, filed 12 Aug 2020.