MWM
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Maltin Wealth Management’s Invesco Preferred ETF PGX Stock Holding History

Maltin 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
2020
Q1 		– Sell
-24,872
Closed -$373K – 114
2019
Q4 		$373K Buy
+24,872
New +$371K 0.24% 52

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

Maltin Wealth Management's PGX Position: Q1 2020 in Review

Maltin Wealth Management sold out of Invesco Preferred ETF (PGX) in Q1 2020, closing a stake of 24,872 shares — an estimated $373K sold.

Maltin Wealth Management first reported a position in PGX in Q4 2019 and held it in 1 quarter. The position peaked at $373K in Q4 2019. 404 funds tracked by Wall St. Rank hold PGX as of Q1 2020.

  • Maltin Wealth Management reported no remaining Invesco Preferred ETF position as of Q1 2020 after selling out during the quarter.
  • Maltin Wealth Management sold 24,872 Invesco Preferred ETF shares in Q1 2020, an estimated $373K.
  • Maltin Wealth Management first reported a position in Invesco Preferred ETF in Q4 2019 and held it in 1 quarter.
  • Maltin Wealth Management's Invesco Preferred ETF position peaked at $373K in Q4 2019.
  • 404 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2020.

Based on Maltin Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.