Verus Capital Partners’s Invesco Preferred ETF PGX Stock Holding History

Verus Capital Partners’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	$40K	Hold	3,050	–	–	0.01%	562
2019 Q4	$46K	Buy	+3,050	New	+$45.5K	0.02%	626

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

Verus Capital Partners's PGX Position: Q1 2020 in Review

Verus Capital Partners held its Invesco Preferred ETF (PGX) position steady in Q1 2020 at 3,050 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #562.

Verus Capital Partners first reported a position in PGX in Q4 2019 and has held it in 2 quarters since. The position peaked at $46K in Q4 2019. 404 funds tracked by Wall St. Rank hold PGX as of Q1 2020.

Verus Capital Partners held 3,050 shares of Invesco Preferred ETF worth $40K as of Q1 2020.
Verus Capital Partners left its Invesco Preferred ETF share count unchanged in Q1 2020.
Invesco Preferred ETF made up 0.01% of Verus Capital Partners's portfolio in Q1 2020, its #562 holding.
Verus Capital Partners first reported a position in Invesco Preferred ETF in Q4 2019 and has held it in 2 quarters since.
Verus Capital Partners's Invesco Preferred ETF position peaked at $46K in Q4 2019.
404 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.