Telemus Capital’s Invesco Preferred ETF PGX Stock Holding History

Telemus Capital’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
2018 Q1	–	Sell	-2,000	Closed	-$30K	–	515
2017 Q4	$30K	Buy	+2,000	New	+$30K	﹤0.01%	441

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

CFG

CNO Financial Group Carmel, Indiana $174M AUM 1.66% 1-Year Est. Return

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

HNB

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

Telemus Capital's PGX Position: Q1 2018 in Review

Telemus Capital sold out of Invesco Preferred ETF (PGX) in Q1 2018, closing a stake of 2,000 shares — an estimated $30K sold.

Telemus Capital first reported a position in PGX in Q4 2017 and held it in 1 quarter. The position peaked at $30K in Q4 2017. 320 funds tracked by Wall St. Rank hold PGX as of Q1 2018.

Telemus Capital reported no remaining Invesco Preferred ETF position as of Q1 2018 after selling out during the quarter.
Telemus Capital sold 2,000 Invesco Preferred ETF shares in Q1 2018, an estimated $30K.
Telemus Capital first reported a position in Invesco Preferred ETF in Q4 2017 and held it in 1 quarter.
Telemus Capital's Invesco Preferred ETF position peaked at $30K in Q4 2017.
320 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2018.

Based on Telemus Capital's 13F filing for Q1 2018, filed 27 Apr 2018.