King Wealth Management Group’s Invesco Preferred ETF PGX Stock Holding History

King 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
2019 Q1	–	Sell	-11,739	Closed	-$158K	–	138
2018 Q4	$158K	Sell	11,739 -4,567	-28%	-$63K	0.06%	120
2018 Q3	$234K	Sell	16,306 -9,300	-36%	-$135K	0.07%	117
2018 Q2	$373K	Sell	25,606 -1,000	-4%	-$14.5K	0.13%	83
2018 Q1	$388K	Buy	26,606 +1,467	+6%	+$21.4K	0.14%	77
2017 Q4	$374K	Buy	25,139 +4,300	+21%	+$64.4K	0.13%	83
2017 Q3	$313K	Hold	20,839	–	–	0.12%	96
2017 Q2	$315K	Hold	20,839	–	–	0.13%	92
2017 Q1	$309K	Sell	20,839 -150	-0.7%	-$2.2K	0.13%	92
2016 Q4	$299K	Buy	20,989 +473	+2%	+$6.89K	0.13%	88
2016 Q3	$310K	Buy	20,516 +1,616	+9%	+$24.7K	0.15%	83
2016 Q2	$288K	Buy	18,900 +1,000	+6%	+$15K	0.15%	77
2016 Q1	$267K	Hold	17,900	–	–	0.14%	82
2015 Q4	$268K	Hold	17,900	–	–	0.15%	85
2015 Q3	$261K	Hold	17,900	–	–	0.16%	87
2015 Q2	$260K	Hold	17,900	–	–	0.14%	89
2015 Q1	$267K	Sell	17,900 -2,800	-14%	-$41.5K	0.15%	80
2014 Q4	$304K	Buy	20,700 +2,800	+16%	+$40.8K	0.16%	83
2014 Q3	$258K	Hold	17,900	–	–	0.16%	84
2014 Q2	$261K	Hold	17,900	–	–	0.16%	89
2014 Q1	$255K	Buy	+17,900	New	+$250K	0.18%	82
2013 Q3	–	Sell	-15,100	Closed	-$215K	–	109
2013 Q2	$215K	Buy	+15,100	New	+$222K	0.15%	98

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

TLP

Trinity Legacy Partners Houston, Texas $462M AUM 15.55% 1-Year Est. Return

King Wealth Management Group's PGX Position: Q1 2019 in Review

King Wealth Management Group sold out of Invesco Preferred ETF (PGX) in Q1 2019, closing a stake of 11,739 shares — an estimated $158K sold.

King Wealth Management Group first reported a position in PGX in Q2 2013 and held it in 21 quarters. The position peaked at $388K in Q1 2018. 347 funds tracked by Wall St. Rank hold PGX as of Q1 2019.

King Wealth Management Group reported no remaining Invesco Preferred ETF position as of Q1 2019 after selling out during the quarter.
King Wealth Management Group sold 11,739 Invesco Preferred ETF shares in Q1 2019, an estimated $158K.
King Wealth Management Group first reported a position in Invesco Preferred ETF in Q2 2013 and held it in 21 quarters.
King Wealth Management Group's Invesco Preferred ETF position peaked at $388K in Q1 2018.
347 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2019.

Based on King Wealth Management Group's 13F filing for Q1 2019, filed 13 May 2019.