RWB
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RMR Wealth Builders’s Invesco Preferred ETF PGX Stock Holding History

RMR Wealth Builders’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
-1,250
Closed -$18K – 398
2020
Q2 		$18K Buy
+1,250
New +$17.5K 0.02% 314
2019
Q4 		$19K Buy
+1,250
New +$18.7K 0.02% 316

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RMR Wealth Builders's PGX Position: Q3 2020 in Review

RMR Wealth Builders sold out of Invesco Preferred ETF (PGX) in Q3 2020, closing a stake of 1,250 shares — an estimated $18K sold.

RMR Wealth Builders first reported a position in PGX in Q4 2019 and held it in 2 quarters. The position peaked at $19K in Q4 2019. 426 funds tracked by Wall St. Rank hold PGX as of Q3 2020.

  • RMR Wealth Builders reported no remaining Invesco Preferred ETF position as of Q3 2020 after selling out during the quarter.
  • RMR Wealth Builders sold 1,250 Invesco Preferred ETF shares in Q3 2020, an estimated $18K.
  • RMR Wealth Builders first reported a position in Invesco Preferred ETF in Q4 2019 and held it in 2 quarters.
  • RMR Wealth Builders's Invesco Preferred ETF position peaked at $19K in Q4 2019.
  • 426 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2020.

Based on RMR Wealth Builders's 13F filing for Q3 2020, filed 13 Nov 2020.