Vontobel Swiss Wealth Advisors’s Invesco Preferred ETF PGX Stock Holding History

Vontobel Swiss Wealth Advisors’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 Q3	–	Sell	-12,300	Closed	-$174K	–	79
2020 Q2	$174K	Buy	+12,300	New	+$172K	0.11%	79

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's PGX Position: Q3 2020 in Review

Vontobel Swiss Wealth Advisors sold out of Invesco Preferred ETF (PGX) in Q3 2020, closing a stake of 12,300 shares — an estimated $174K sold.

Vontobel Swiss Wealth Advisors first reported a position in PGX in Q2 2020 and held it in 1 quarter. The position peaked at $174K in Q2 2020. 426 funds tracked by Wall St. Rank hold PGX as of Q3 2020.

Vontobel Swiss Wealth Advisors reported no remaining Invesco Preferred ETF position as of Q3 2020 after selling out during the quarter.
Vontobel Swiss Wealth Advisors sold 12,300 Invesco Preferred ETF shares in Q3 2020, an estimated $174K.
Vontobel Swiss Wealth Advisors first reported a position in Invesco Preferred ETF in Q2 2020 and held it in 1 quarter.
Vontobel Swiss Wealth Advisors's Invesco Preferred ETF position peaked at $174K in Q2 2020.
426 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2020.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q3 2020, filed 27 Oct 2020.