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 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

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

HNB

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

TLP

Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return

Winch Advisory Services's PGX Position: Q3 2019 in Review

Winch Advisory Services sold out of Invesco Preferred ETF (PGX) in Q3 2019, closing a stake of 1,500 shares — an estimated $22K sold.

Winch Advisory Services first reported a position in PGX in Q1 2015 and held it in 9 quarters. The position peaked at $22K in Q2 2019. 358 funds tracked by Wall St. Rank hold PGX as of Q3 2019.

Winch Advisory Services reported no remaining Invesco Preferred ETF position as of Q3 2019 after selling out during the quarter.
Winch Advisory Services sold 1,500 Invesco Preferred ETF shares in Q3 2019, an estimated $22K.
Winch Advisory Services first reported a position in Invesco Preferred ETF in Q1 2015 and held it in 9 quarters.
Winch Advisory Services's Invesco Preferred ETF position peaked at $22K in Q2 2019.
358 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2019.

Based on Winch Advisory Services's 13F filing for Q3 2019, filed 13 Nov 2019.