IWP
PGX icon

Icon Wealth Partners’s Invesco Preferred ETF PGX Stock Holding History

Icon Wealth Partners’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 		– Sell
-31,442
Closed -$444K – 308
2020
Q2 		$444K Buy
+31,442
New +$441K 0.11% 140

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Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
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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
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Icon Wealth Partners's PGX Position: Q3 2020 in Review

Icon Wealth Partners sold out of Invesco Preferred ETF (PGX) in Q3 2020, closing a stake of 31,442 shares — an estimated $444K sold.

Icon Wealth Partners first reported a position in PGX in Q2 2020 and held it in 1 quarter. The position peaked at $444K in Q2 2020. 427 funds tracked by Wall St. Rank hold PGX as of Q3 2020.

  • Icon Wealth Partners reported no remaining Invesco Preferred ETF position as of Q3 2020 after selling out during the quarter.
  • Icon Wealth Partners sold 31,442 Invesco Preferred ETF shares in Q3 2020, an estimated $444K.
  • Icon Wealth Partners first reported a position in Invesco Preferred ETF in Q2 2020 and held it in 1 quarter.
  • Icon Wealth Partners's Invesco Preferred ETF position peaked at $444K in Q2 2020.
  • 427 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2020.

Based on Icon Wealth Partners's 13F filing for Q3 2020, filed 22 Oct 2020.