Houlihan Financial Resource Group’s Invesco Preferred ETF PGX Stock Holding History

Houlihan Financial Resource 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
2020 Q3	$6K	Buy	+400	New	+$5.87K	﹤0.01%	295

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

Houlihan Financial Resource Group's PGX Position: Q3 2020 in Review

Houlihan Financial Resource Group opened a new position in Invesco Preferred ETF (PGX) in Q3 2020: 400 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #295 among its holdings.

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

Houlihan Financial Resource Group held 400 shares of Invesco Preferred ETF worth $6K as of Q3 2020.
Invesco Preferred ETF was a new Houlihan Financial Resource Group position in Q3 2020.
Invesco Preferred ETF made up ﹤0.01% of Houlihan Financial Resource Group's portfolio in Q3 2020, its #295 holding.
427 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2020.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2020, filed 13 Nov 2020.