Sonora Investment Management’s Invesco Preferred ETF PGX Stock Holding History

Sonora Investment Management’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 Q4	–	Sell	-119	Closed	-$2K	–	1712
2019 Q3	$2K	Sell	119 -5,081	-98%	-$75.6K	﹤0.01%	1567
2019 Q2	$76K	Buy	+5,200	New	+$75.9K	0.01%	402
2018 Q1	–	Hold	0	–	–	–	1186
2017 Q4	–	Hold	0	–	–	–	1195

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HNB

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Sonora Investment Management's PGX Position: Q4 2019 in Review

Sonora Investment Management sold out of Invesco Preferred ETF (PGX) in Q4 2019, closing a stake of 119 shares — an estimated $2K sold.

Sonora Investment Management first reported a position in PGX in Q2 2019 and held it in 2 quarters. The position peaked at $76K in Q2 2019. 416 funds tracked by Wall St. Rank hold PGX as of Q4 2019.

Sonora Investment Management reported no remaining Invesco Preferred ETF position as of Q4 2019 after selling out during the quarter.
Sonora Investment Management sold 119 Invesco Preferred ETF shares in Q4 2019, an estimated $2K.
Sonora Investment Management first reported a position in Invesco Preferred ETF in Q2 2019 and held it in 2 quarters.
Sonora Investment Management's Invesco Preferred ETF position peaked at $76K in Q2 2019.
416 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2019.

Based on Sonora Investment Management's 13F filing for Q4 2019, filed 17 Jan 2020.