Wealthspire Advisors (Maryland)’s Invesco Preferred ETF PGX Stock Holding History

Wealthspire Advisors (Maryland)’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 Q2	–	Sell	-13,850	Closed	-$182K	–	467
2020 Q1	$182K	Buy	+13,850	New	+$199K	0.02%	401
2019 Q2	–	Sell	-8,025	Closed	-$116K	–	1578
2019 Q1	$116K	Buy	8,025 +1,105	+16%	+$15.7K	0.01%	587
2018 Q4	$93K	Buy	+6,920	New	+$95.5K	0.01%	628
2018 Q3	–	Sell	-1,000	Closed	-$15K	–	2473
2018 Q2	$15K	Hold	1,000	–	–	﹤0.01%	1426
2018 Q1	$15K	Buy	+1,000	New	+$14.6K	﹤0.01%	1407

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

HCM

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

Wealthspire Advisors (Maryland)'s PGX Position: Q2 2020 in Review

Wealthspire Advisors (Maryland) sold out of Invesco Preferred ETF (PGX) in Q2 2020, closing a stake of 13,850 shares — an estimated $182K sold.

Wealthspire Advisors (Maryland) first reported a position in PGX in Q1 2018 and held it in 5 quarters. The position peaked at $182K in Q1 2020. 414 funds tracked by Wall St. Rank hold PGX as of Q2 2020.

Wealthspire Advisors (Maryland) reported no remaining Invesco Preferred ETF position as of Q2 2020 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 13,850 Invesco Preferred ETF shares in Q2 2020, an estimated $182K.
Wealthspire Advisors (Maryland) first reported a position in Invesco Preferred ETF in Q1 2018 and held it in 5 quarters.
Wealthspire Advisors (Maryland)'s Invesco Preferred ETF position peaked at $182K in Q1 2020.
414 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2020, filed 14 Aug 2020.