RGT Wealth Advisors’s Invesco Preferred ETF PGX Stock Holding History

RGT Wealth 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
2017 Q1	–	Sell	-11,419	Closed	-$162K	–	126
2016 Q4	$162K	Buy	+11,419	New	+$166K	0.09%	117

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

RGT Wealth Advisors's PGX Position: Q1 2017 in Review

RGT Wealth Advisors sold out of Invesco Preferred ETF (PGX) in Q1 2017, closing a stake of 11,419 shares — an estimated $162K sold.

RGT Wealth Advisors first reported a position in PGX in Q4 2016 and held it in 1 quarter. The position peaked at $162K in Q4 2016. 242 funds tracked by Wall St. Rank hold PGX as of Q1 2017.

RGT Wealth Advisors reported no remaining Invesco Preferred ETF position as of Q1 2017 after selling out during the quarter.
RGT Wealth Advisors sold 11,419 Invesco Preferred ETF shares in Q1 2017, an estimated $162K.
RGT Wealth Advisors first reported a position in Invesco Preferred ETF in Q4 2016 and held it in 1 quarter.
RGT Wealth Advisors's Invesco Preferred ETF position peaked at $162K in Q4 2016.
242 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2017.

Based on RGT Wealth Advisors's 13F filing for Q1 2017, filed 12 May 2017.