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Kerntke Otto McGlone Wealth Management Group’s Invesco Preferred ETF PGX Stock Holding History

Kerntke Otto McGlone Wealth Management 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
Q1 		– Sell
-72,180
Closed -$1.08M – 103
2019
Q4 		$1.08M Buy
+72,180
New +$1.08M 0.91% 27

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
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

Kerntke Otto McGlone Wealth Management Group's PGX Position: Q1 2020 in Review

Kerntke Otto McGlone Wealth Management Group sold out of Invesco Preferred ETF (PGX) in Q1 2020, closing a stake of 72,180 shares — an estimated $1.08M sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in PGX in Q4 2019 and held it in 1 quarter. The position peaked at $1.08M in Q4 2019. 404 funds tracked by Wall St. Rank hold PGX as of Q1 2020.

  • Kerntke Otto McGlone Wealth Management Group reported no remaining Invesco Preferred ETF position as of Q1 2020 after selling out during the quarter.
  • Kerntke Otto McGlone Wealth Management Group sold 72,180 Invesco Preferred ETF shares in Q1 2020, an estimated $1.08M.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in Invesco Preferred ETF in Q4 2019 and held it in 1 quarter.
  • Kerntke Otto McGlone Wealth Management Group's Invesco Preferred ETF position peaked at $1.08M in Q4 2019.
  • 404 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2020.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q1 2020, filed 27 Apr 2020.