Moneta Group Investment Advisors’s Invesco Preferred ETF PGX Stock Holding History

Moneta Group Investment Advisors’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 Q3	–	Sell	-10,907	Closed	-$154K	–	289
2020 Q2	$154K	Sell	10,907 -43,196	-80%	-$605K	0.01%	245
2020 Q1	$712K	Buy	+54,103	New	+$778K	0.07%	129
2018 Q2	–	Sell	-3,000	Closed	-$44K	–	573
2018 Q1	$44K	Hold	3,000	–	–	0.01%	330
2017 Q4	$45K	Buy	+3,000	New	+$44.9K	0.01%	279

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Moneta Group Investment Advisors's PGX Position: Q3 2020 in Review

Moneta Group Investment Advisors sold out of Invesco Preferred ETF (PGX) in Q3 2020, closing a stake of 10,907 shares — an estimated $154K sold.

Moneta Group Investment Advisors first reported a position in PGX in Q4 2017 and held it in 4 quarters. The position peaked at $712K in Q1 2020. 427 funds tracked by Wall St. Rank hold PGX as of Q3 2020.

Moneta Group Investment Advisors reported no remaining Invesco Preferred ETF position as of Q3 2020 after selling out during the quarter.
Moneta Group Investment Advisors sold 10,907 Invesco Preferred ETF shares in Q3 2020, an estimated $154K.
Moneta Group Investment Advisors first reported a position in Invesco Preferred ETF in Q4 2017 and held it in 4 quarters.
Moneta Group Investment Advisors's Invesco Preferred ETF position peaked at $712K in Q1 2020.
427 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2020.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.