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

Apollon 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
Q4 		– Sell
-10,374
Closed -$120K – 1365
2025
Q3 		$120K Sell
10,374
-14,689
-59% -$168K ﹤0.01% 1263
2025
Q2 		$279K Sell
25,063
-4,351
-15% -$47.9K 0.01% 1036
2025
Q1 		$330K Sell
29,414
-295,853
-91% -$3.42M 0.01% 927
2024
Q4 		$3.75M Sell
325,267
-25,007
-7% -$301K 0.09% 213
2024
Q3 		$4.33M Sell
350,274
-2,089,688
-86% -$24.9M 0.12% 145
2024
Q2 		$28.2M Buy
2,439,962
+2,325,672
+2,035% +$26.9M 0.86% 20
2024
Q1 		$1.36M Buy
114,290
+8,447
+8% +$99.5K 0.04% 379
2023
Q4 		$1.21M Buy
105,843
+4
+0% +$44 0.04% 391
2023
Q3 		$1.16M Buy
105,839
+11,484
+12% +$128K 0.06% 323
2023
Q2 		$1.07M Buy
94,355
+46,291
+96% +$525K 0.05% 367
2023
Q1 		$552K Buy
48,064
+28,662
+148% +$344K 0.03% 507
2022
Q4 		$217K Buy
19,402
+7,313
+60% +$84.6K 0.02% 761
2022
Q3 		$144K Buy
12,089
+1,000
+9% +$12.6K 0.01% 743
2022
Q2 		$137K Sell
11,089
-363
-3% -$4.56K 0.01% 702
2022
Q1 		$155K Sell
11,452
-2,388
-17% -$33.3K 0.01% 710
2021
Q4 		$208K Buy
+13,840
New +$206K 0.02% 695
2020
Q3 		– Sell
-261
Closed -$4K – 541
2020
Q2 		$4K Buy
+261
New +$3.66K ﹤0.01% 585

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Apollon Wealth Management's PGX Position: Q4 2025 in Review

Apollon Wealth Management sold out of Invesco Preferred ETF (PGX) in Q4 2025, closing a stake of 10,374 shares — an estimated $120K sold.

Apollon Wealth Management first reported a position in PGX in Q2 2020 and held it in 17 quarters. The position peaked at $28.2M in Q2 2024. 423 funds tracked by Wall St. Rank hold PGX as of Q4 2025.

  • Apollon Wealth Management reported no remaining Invesco Preferred ETF position as of Q4 2025 after selling out during the quarter.
  • Apollon Wealth Management sold 10,374 Invesco Preferred ETF shares in Q4 2025, an estimated $120K.
  • Apollon Wealth Management first reported a position in Invesco Preferred ETF in Q2 2020 and held it in 17 quarters.
  • Apollon Wealth Management's Invesco Preferred ETF position peaked at $28.2M in Q2 2024.
  • 423 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2025.

Based on Apollon Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.