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Monument Capital Management’s Invesco Preferred ETF PGX Stock Holding History

Monument Capital 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
2018
Q4 		– Sell
-7,100
Closed -$102K – 260
2018
Q3 		$102K Buy
+7,100
New +$103K 0.06% 102

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Ameriprise
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CFG
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Monument Capital Management's PGX Position: Q4 2018 in Review

Monument Capital Management sold out of Invesco Preferred ETF (PGX) in Q4 2018, closing a stake of 7,100 shares — an estimated $102K sold.

Monument Capital Management first reported a position in PGX in Q3 2018 and held it in 1 quarter. The position peaked at $102K in Q3 2018. 344 funds tracked by Wall St. Rank hold PGX as of Q4 2018.

  • Monument Capital Management reported no remaining Invesco Preferred ETF position as of Q4 2018 after selling out during the quarter.
  • Monument Capital Management sold 7,100 Invesco Preferred ETF shares in Q4 2018, an estimated $102K.
  • Monument Capital Management first reported a position in Invesco Preferred ETF in Q3 2018 and held it in 1 quarter.
  • Monument Capital Management's Invesco Preferred ETF position peaked at $102K in Q3 2018.
  • 344 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2018.

Based on Monument Capital Management's 13F filing for Q4 2018, filed 15 Jan 2019.