Squar Milner Financial Services’s Invesco Preferred ETF PGX Stock Holding History

Squar Milner Financial Services’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 Q1	–	Sell	-71	Closed	-$1K	–	837
2018 Q4	$1K	Hold	71	–	–	﹤0.01%	720
2018 Q3	$1K	Hold	71	–	–	﹤0.01%	744
2018 Q2	$1K	Buy	+71	New	+$1.03K	﹤0.01%	826

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

HNB

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

TLP

Trinity Legacy Partners Houston, Texas $462M AUM 15.55% 1-Year Est. Return

Squar Milner Financial Services's PGX Position: Q1 2019 in Review

Squar Milner Financial Services sold out of Invesco Preferred ETF (PGX) in Q1 2019, closing a stake of 71 shares — an estimated $1K sold.

Squar Milner Financial Services first reported a position in PGX in Q2 2018 and held it in 3 quarters. The position peaked at $1K in Q4 2018. 347 funds tracked by Wall St. Rank hold PGX as of Q1 2019.

Squar Milner Financial Services reported no remaining Invesco Preferred ETF position as of Q1 2019 after selling out during the quarter.
Squar Milner Financial Services sold 71 Invesco Preferred ETF shares in Q1 2019, an estimated $1K.
Squar Milner Financial Services first reported a position in Invesco Preferred ETF in Q2 2018 and held it in 3 quarters.
Squar Milner Financial Services's Invesco Preferred ETF position peaked at $1K in Q4 2018.
347 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2019.

Based on Squar Milner Financial Services's 13F filing for Q1 2019, filed 25 Apr 2019.