Polaris Wealth Advisory Group’s Invesco Preferred ETF PGX Stock Holding History

Polaris Wealth Advisory Group’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 Q2	–	Sell	-5,567	Closed	-$81K	–	373
2018 Q1	$81K	Buy	+5,567	New	+$81.1K	0.01%	187
2017 Q3	–	Sell	-32,152	Closed	-$486K	–	154
2017 Q2	$486K	Buy	+32,152	New	+$483K	0.06%	91

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

Cohen & Steers New York $57.6B AUM 8.03% 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

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

CFG

CNO Financial Group Carmel, Indiana $174M AUM 1.66% 1-Year Est. Return

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

Polaris Wealth Advisory Group's PGX Position: Q2 2018 in Review

Polaris Wealth Advisory Group sold out of Invesco Preferred ETF (PGX) in Q2 2018, closing a stake of 5,567 shares — an estimated $81K sold.

Polaris Wealth Advisory Group first reported a position in PGX in Q2 2017 and held it in 2 quarters. The position peaked at $486K in Q2 2017. 314 funds tracked by Wall St. Rank hold PGX as of Q2 2018.

Polaris Wealth Advisory Group reported no remaining Invesco Preferred ETF position as of Q2 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 5,567 Invesco Preferred ETF shares in Q2 2018, an estimated $81K.
Polaris Wealth Advisory Group first reported a position in Invesco Preferred ETF in Q2 2017 and held it in 2 quarters.
Polaris Wealth Advisory Group's Invesco Preferred ETF position peaked at $486K in Q2 2017.
314 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2018, filed 9 Jul 2018.