Winch Advisory Services’s Invesco Preferred ETF PGX Stock Holding History

Winch Advisory Services’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
2019 Q3	–	Sell	-1,500	Closed	-$22K	–	408
2019 Q2	$22K	Buy	+1,500	New	+$21.9K	0.01%	144
2017 Q1	–	Sell	-673	Closed	-$10K	–	305
2016 Q4	$10K	Buy	673 +10	+2%	+$146	0.01%	152
2016 Q3	$10K	Buy	663 +9	+1%	+$138	0.01%	156
2016 Q2	$10K	Buy	654 +9	+1%	+$135	0.01%	151
2016 Q1	$10K	Buy	645 +9	+1%	+$133	0.02%	125
2015 Q4	$10K	Buy	636 +10	+2%	+$148	0.01%	130
2015 Q3	$9K	Buy	626 +9	+1%	+$132	0.01%	127
2015 Q2	$9K	Buy	617 +9	+1%	+$132	﹤0.01%	184
2015 Q1	$9K	Buy	+608	New	+$9.01K	0.01%	166

Other funds holding PGX

Bank of America

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

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 $377B AUM 19.32% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Trinity Legacy Partners Houston, Texas $462M AUM 15.55% 1-Year Est. Return