NEXT Financial Holdings’s Invesco Preferred ETF PGX Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$15K	Buy	+1,017	New	+$14.5K	﹤0.01%	1030

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

TLP

Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return

NEXT Financial Holdings's PGX Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Invesco Preferred ETF (PGX) in Q1 2019: 1,017 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #1030 among its holdings.

347 funds tracked by Wall St. Rank hold PGX as of Q1 2019.

NEXT Financial Holdings held 1,017 shares of Invesco Preferred ETF worth $15K as of Q1 2019.
Invesco Preferred ETF was a new NEXT Financial Holdings position in Q1 2019.
Invesco Preferred ETF made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1030 holding.
347 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.