Investors Capital Advisory Services’s Invesco Preferred ETF PGX Stock Holding History

Investors Capital Advisory Services’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
2016 Q2	$170K	Buy	+11,184	New	+$168K	0.03%	610

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

HNB

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

Investors Capital Advisory Services's PGX Position: Q2 2016 in Review

Investors Capital Advisory Services opened a new position in Invesco Preferred ETF (PGX) in Q2 2016: 11,184 shares worth $170K. The stake represents 0.03% of the portfolio and ranks #610 among its holdings.

213 funds tracked by Wall St. Rank hold PGX as of Q2 2016.

Investors Capital Advisory Services held 11,184 shares of Invesco Preferred ETF worth $170K as of Q2 2016.
Invesco Preferred ETF was a new Investors Capital Advisory Services position in Q2 2016.
Invesco Preferred ETF made up 0.03% of Investors Capital Advisory Services's portfolio in Q2 2016, its #610 holding.
213 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.