Kiley Juergens Wealth Management’s Invesco Preferred ETF PGX Stock Holding History

Kiley Juergens 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
2018 Q4	–	Sell	-1,000	Closed	-$14K	–	475
2018 Q3	$14K	Hold	1,000	–	–	0.01%	428
2018 Q2	$14K	Buy	+1,000	New	+$14.5K	0.01%	396
2018 Q1	–	Sell	-3,200	Closed	-$47K	–	456
2017 Q4	$47K	Buy	+3,200	New	+$47.9K	0.04%	209

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CFG

CNO Financial Group Carmel, Indiana $175M AUM 2.24% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kiley Juergens Wealth Management's PGX Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Invesco Preferred ETF (PGX) in Q4 2018, closing a stake of 1,000 shares — an estimated $14K sold.

Kiley Juergens Wealth Management first reported a position in PGX in Q4 2017 and held it in 3 quarters. The position peaked at $47K in Q4 2017. 344 funds tracked by Wall St. Rank hold PGX as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining Invesco Preferred ETF position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 1,000 Invesco Preferred ETF shares in Q4 2018, an estimated $14K.
Kiley Juergens Wealth Management first reported a position in Invesco Preferred ETF in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's Invesco Preferred ETF position peaked at $47K in Q4 2017.
344 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.