Abound Wealth Management’s Invesco Preferred ETF PGX Stock Holding History

Abound Wealth Management’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
2025 Q3	–	Sell	-2,972	Closed	-$33.1K	–	1389
2025 Q2	$33.1K	Buy	+2,972	New	+$32.7K	0.01%	260
2023 Q1	–	Sell	-144	Closed	-$1.61K	–	743
2022 Q4	$1.61K	Buy	+144	New	+$1.67K	﹤0.01%	568

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Abound Wealth Management's PGX Position: Q3 2025 in Review

Abound Wealth Management sold out of Invesco Preferred ETF (PGX) in Q3 2025, closing a stake of 2,972 shares — an estimated $33.1K sold.

Abound Wealth Management first reported a position in PGX in Q4 2022 and held it in 2 quarters. The position peaked at $33.1K in Q2 2025. 401 funds tracked by Wall St. Rank hold PGX as of Q3 2025.

Abound Wealth Management reported no remaining Invesco Preferred ETF position as of Q3 2025 after selling out during the quarter.
Abound Wealth Management sold 2,972 Invesco Preferred ETF shares in Q3 2025, an estimated $33.1K.
Abound Wealth Management first reported a position in Invesco Preferred ETF in Q4 2022 and held it in 2 quarters.
Abound Wealth Management's Invesco Preferred ETF position peaked at $33.1K in Q2 2025.
401 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2025.

Based on Abound Wealth Management's 13F filing for Q3 2025, filed 10 Oct 2025.