JP Morgan Private Wealth Advisors’s Invesco Preferred ETF PGX Stock Holding History

JP Morgan Private Wealth Advisors’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 Q2	–	Sell	-1,431,516	Closed	-$18.8M	–	1587
2020 Q1	$18.8M	Buy	+1,431,516	New	+$20.6M	0.11%	174
2018 Q4	–	Sell	-57,442	Closed	-$823K	–	1556
2018 Q3	$823K	Sell	57,442 -11,776	-17%	-$171K	﹤0.01%	892
2018 Q2	$1.01M	Buy	+69,218	New	+$1M	0.01%	775
2018 Q1	–	Sell	-67,500	Closed	-$1M	–	1359
2017 Q4	$1M	Hold	67,500	–	–	0.01%	653
2017 Q3	$1.01M	Hold	67,500	–	–	0.01%	629
2017 Q2	$1.02M	Hold	67,500	–	–	0.01%	616
2017 Q1	$1M	Buy	+67,500	New	+$988K	0.01%	627
2016 Q4	–	Sell	-67,500	Closed	-$1.02M	–	1289
2016 Q3	$1.02M	Hold	67,500	–	–	0.01%	584
2016 Q2	$1.03M	Buy	+67,500	New	+$1.01M	0.01%	589

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

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return

JP Morgan Private Wealth Advisors's PGX Position: Q2 2020 in Review

JP Morgan Private Wealth Advisors sold out of Invesco Preferred ETF (PGX) in Q2 2020, closing a stake of 1,431,516 shares — an estimated $18.8M sold.

JP Morgan Private Wealth Advisors first reported a position in PGX in Q2 2016 and held it in 9 quarters. The position peaked at $18.8M in Q1 2020. 414 funds tracked by Wall St. Rank hold PGX as of Q2 2020.

JP Morgan Private Wealth Advisors reported no remaining Invesco Preferred ETF position as of Q2 2020 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 1,431,516 Invesco Preferred ETF shares in Q2 2020, an estimated $18.8M.
JP Morgan Private Wealth Advisors first reported a position in Invesco Preferred ETF in Q2 2016 and held it in 9 quarters.
JP Morgan Private Wealth Advisors's Invesco Preferred ETF position peaked at $18.8M in Q1 2020.
414 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2020.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.