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AWS
Atria Wealth Solutions’s
Invesco Preferred ETF
PGX
Stock Holding History
Atria Wealth Solutions’s Portfolio
PGX Stock Details
PGX Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
$249K
Sell
22,357
-27,593
-55%
-$304K
0.01%
1254
2025
Q1
$560K
Buy
49,950
+12,361
+33%
+$143K
0.01%
1150
2024
Q4
$433K
Sell
37,589
-944
-2%
-$11.4K
﹤0.01%
1344
2024
Q3
$476K
Sell
38,533
-2,403
-6%
-$28.7K
0.01%
1273
2024
Q2
$473K
Sell
40,936
-16,139
-28%
-$187K
0.01%
1266
2024
Q1
$678K
Buy
57,075
+13,332
+30%
+$157K
0.01%
1106
2023
Q4
$502K
Sell
43,743
-6,650
-13%
-$72.6K
0.01%
1211
2023
Q3
$552K
Sell
50,393
-6,462
-11%
-$72.3K
0.01%
1088
2023
Q2
$646K
Sell
56,855
-4,269
-7%
-$48.4K
0.01%
1040
2023
Q1
$702K
Sell
61,124
-4,877
-7%
-$58.5K
0.01%
961
2022
Q4
$738K
Buy
66,001
+16,569
+34%
+$192K
0.01%
895
2022
Q3
$587K
Buy
49,432
+4,233
+9%
+$53.3K
0.01%
935
2022
Q2
$558K
Sell
45,199
-12,616
-22%
-$159K
0.01%
914
2022
Q1
$785K
Buy
+57,815
New
+$805K
0.01%
826
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
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
SAMC
Spectrum Asset Management (Connecticut)
Stamford, Connecticut
$50M AUM
2.62%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Bessemer Group
Woodbridge, New Jersey
$63.6B AUM
28.76%
1-Year Est. Return
First Trust Advisors
Wheaton, Illinois
$140B AUM
27.84%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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