Semmax Financial Advisors’s Invesco Preferred ETF PGX Stock Holding History

Semmax Financial 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
2019 Q2	–	Sell	-306	Closed	-$4K	–	425
2019 Q1	$4K	Buy	+306	New	+$4.35K	﹤0.01%	374

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Semmax Financial Advisors's PGX Position: Q2 2019 in Review

Semmax Financial Advisors sold out of Invesco Preferred ETF (PGX) in Q2 2019, closing a stake of 306 shares — an estimated $4K sold.

Semmax Financial Advisors first reported a position in PGX in Q1 2019 and held it in 1 quarter. The position peaked at $4K in Q1 2019. 362 funds tracked by Wall St. Rank hold PGX as of Q2 2019.

Semmax Financial Advisors reported no remaining Invesco Preferred ETF position as of Q2 2019 after selling out during the quarter.
Semmax Financial Advisors sold 306 Invesco Preferred ETF shares in Q2 2019, an estimated $4K.
Semmax Financial Advisors first reported a position in Invesco Preferred ETF in Q1 2019 and held it in 1 quarter.
Semmax Financial Advisors's Invesco Preferred ETF position peaked at $4K in Q1 2019.
362 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2019.

Based on Semmax Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.