Madden Advisory Services’s Invesco Preferred ETF PGX Stock Holding History

Madden Advisory Services’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
2016 Q3	–	Sell	-56,025	Closed	-$853K	–	96
2016 Q2	$853K	Hold	56,025	–	–	0.53%	56
2016 Q1	$835K	Hold	56,025	–	–	0.54%	54
2015 Q4	$837K	Hold	56,025	–	–	0.55%	52
2015 Q3	$816K	Hold	56,025	–	–	0.54%	52
2015 Q2	$814K	Hold	56,025	–	–	0.49%	58
2015 Q1	$835K	Hold	56,025	–	–	0.5%	58
2014 Q4	$824K	Sell	56,025 -21	-0%	-$306	0.47%	57
2014 Q3	$810K	Hold	56,046	–	–	0.42%	63
2014 Q2	$820K	Sell	56,046 -45	-0.1%	-$649	0.42%	60
2014 Q1	$800K	Buy	56,091 +37,571	+203%	+$525K	0.44%	56
2013 Q4	$249K	Buy	+18,520	New	+$253K	0.19%	75

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Madden Advisory Services's PGX Position: Q3 2016 in Review

Madden Advisory Services sold out of Invesco Preferred ETF (PGX) in Q3 2016, closing a stake of 56,025 shares — an estimated $853K sold.

Madden Advisory Services first reported a position in PGX in Q4 2013 and held it in 11 quarters. The position peaked at $853K in Q2 2016. 227 funds tracked by Wall St. Rank hold PGX as of Q3 2016.

Madden Advisory Services reported no remaining Invesco Preferred ETF position as of Q3 2016 after selling out during the quarter.
Madden Advisory Services sold 56,025 Invesco Preferred ETF shares in Q3 2016, an estimated $853K.
Madden Advisory Services first reported a position in Invesco Preferred ETF in Q4 2013 and held it in 11 quarters.
Madden Advisory Services's Invesco Preferred ETF position peaked at $853K in Q2 2016.
227 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2016.

Based on Madden Advisory Services's 13F filing for Q3 2016, filed 9 Nov 2016.