American National Bank & Trust’s Invesco Preferred ETF PGX Stock Holding History

American National Bank & Trust’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 Q4	–	Sell	-6,570	Closed	-$76.2K	–	749
2025 Q3	$76.2K	Buy	+6,570	New	+$75.3K	0.01%	321
2024 Q3	–	Sell	-231	Closed	-$2.67K	–	556
2024 Q2	$2.67K	Buy	+231	New	+$2.67K	﹤0.01%	510
2023 Q4	–	Sell	-13,000	Closed	-$142K	–	656
2023 Q3	$142K	Hold	13,000	–	–	0.02%	188
2023 Q2	$148K	Buy	+13,000	New	+$148K	0.02%	183

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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

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

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $69.6M AUM 1.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

American National Bank & Trust's PGX Position: Q4 2025 in Review

American National Bank & Trust sold out of Invesco Preferred ETF (PGX) in Q4 2025, closing a stake of 6,570 shares — an estimated $76.2K sold.

American National Bank & Trust first reported a position in PGX in Q2 2023 and held it in 4 quarters. The position peaked at $148K in Q2 2023. 423 funds tracked by Wall St. Rank hold PGX as of Q4 2025.

American National Bank & Trust reported no remaining Invesco Preferred ETF position as of Q4 2025 after selling out during the quarter.
American National Bank & Trust sold 6,570 Invesco Preferred ETF shares in Q4 2025, an estimated $76.2K.
American National Bank & Trust first reported a position in Invesco Preferred ETF in Q2 2023 and held it in 4 quarters.
American National Bank & Trust's Invesco Preferred ETF position peaked at $148K in Q2 2023.
423 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2025.

Based on American National Bank & Trust's 13F filing for Q4 2025, filed 20 Jan 2026.