TFG Advisers’s Invesco Preferred ETF PGX Stock Holding History

TFG Advisers’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 Q1	–	Sell	-210	Closed	-$3K	–	364
2019 Q4	$3K	Buy	+210	New	+$3.13K	﹤0.01%	445

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

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 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

TFG Advisers's PGX Position: Q1 2020 in Review

TFG Advisers sold out of Invesco Preferred ETF (PGX) in Q1 2020, closing a stake of 210 shares — an estimated $3K sold.

TFG Advisers first reported a position in PGX in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 404 funds tracked by Wall St. Rank hold PGX as of Q1 2020.

TFG Advisers reported no remaining Invesco Preferred ETF position as of Q1 2020 after selling out during the quarter.
TFG Advisers sold 210 Invesco Preferred ETF shares in Q1 2020, an estimated $3K.
TFG Advisers first reported a position in Invesco Preferred ETF in Q4 2019 and held it in 1 quarter.
TFG Advisers's Invesco Preferred ETF position peaked at $3K in Q4 2019.
404 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2020.

Based on TFG Advisers's 13F filing for Q1 2020, filed 24 Apr 2020.