Institute for Wealth Management’s Invesco Preferred ETF PGX Stock Holding History

Institute for 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	-112	Closed	-$2K	–	592
2019 Q4	$2K	Buy	+112	New	+$1.67K	﹤0.01%	664
2013 Q3	–	Sell	-5,415	Closed	-$77K	–	104
2013 Q2	$77K	Buy	+5,415	New	+$79.8K	0.06%	45

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

Institute for Wealth Management's PGX Position: Q1 2020 in Review

Institute for Wealth Management sold out of Invesco Preferred ETF (PGX) in Q1 2020, closing a stake of 112 shares — an estimated $2K sold.

Institute for Wealth Management first reported a position in PGX in Q2 2013 and held it in 2 quarters. The position peaked at $77K in Q2 2013. 404 funds tracked by Wall St. Rank hold PGX as of Q1 2020.

Institute for Wealth Management reported no remaining Invesco Preferred ETF position as of Q1 2020 after selling out during the quarter.
Institute for Wealth Management sold 112 Invesco Preferred ETF shares in Q1 2020, an estimated $2K.
Institute for Wealth Management first reported a position in Invesco Preferred ETF in Q2 2013 and held it in 2 quarters.
Institute for Wealth Management's Invesco Preferred ETF position peaked at $77K in Q2 2013.
404 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.