KFP
PGX icon

KMG Fiduciary Partners’s Invesco Preferred ETF PGX Stock Holding History

KMG Fiduciary Partners’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
-17,402
Closed -$261K – 147
2019
Q4 		$261K Buy
+17,402
New +$260K 0.08% 111

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

KMG Fiduciary Partners's PGX Position: Q1 2020 in Review

KMG Fiduciary Partners sold out of Invesco Preferred ETF (PGX) in Q1 2020, closing a stake of 17,402 shares — an estimated $261K sold.

KMG Fiduciary Partners first reported a position in PGX in Q4 2019 and held it in 1 quarter. The position peaked at $261K in Q4 2019. 404 funds tracked by Wall St. Rank hold PGX as of Q1 2020.

  • KMG Fiduciary Partners reported no remaining Invesco Preferred ETF position as of Q1 2020 after selling out during the quarter.
  • KMG Fiduciary Partners sold 17,402 Invesco Preferred ETF shares in Q1 2020, an estimated $261K.
  • KMG Fiduciary Partners first reported a position in Invesco Preferred ETF in Q4 2019 and held it in 1 quarter.
  • KMG Fiduciary Partners's Invesco Preferred ETF position peaked at $261K in Q4 2019.
  • 404 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2020.

Based on KMG Fiduciary Partners's 13F filing for Q1 2020, filed 29 Apr 2020.