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

Greenwich 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
2020 Q1	–	Sell	-62,055	Closed	-$931K	–	198
2019 Q4	$931K	Buy	62,055 +950	+2%	+$14.2K	0.19%	86
2019 Q3	$918K	Sell	61,105 -106	-0.2%	-$1.58K	0.18%	91
2019 Q2	$896K	Sell	61,211 -481	-0.8%	-$7.02K	0.15%	96
2019 Q1	$895K	Sell	61,692 -6,228	-9%	-$88.6K	0.16%	86
2018 Q4	$915K	Buy	+67,920	New	+$937K	0.18%	84

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

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 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

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

HNB

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

Greenwich Wealth Management's PGX Position: Q1 2020 in Review

Greenwich Wealth Management sold out of Invesco Preferred ETF (PGX) in Q1 2020, closing a stake of 62,055 shares — an estimated $931K sold.

Greenwich Wealth Management first reported a position in PGX in Q4 2018 and held it in 5 quarters. The position peaked at $931K in Q4 2019. 404 funds tracked by Wall St. Rank hold PGX as of Q1 2020.

Greenwich Wealth Management reported no remaining Invesco Preferred ETF position as of Q1 2020 after selling out during the quarter.
Greenwich Wealth Management sold 62,055 Invesco Preferred ETF shares in Q1 2020, an estimated $931K.
Greenwich Wealth Management first reported a position in Invesco Preferred ETF in Q4 2018 and held it in 5 quarters.
Greenwich Wealth Management's Invesco Preferred ETF position peaked at $931K in Q4 2019.
404 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2020.

Based on Greenwich Wealth Management's 13F filing for Q1 2020, filed 12 May 2020.