Atria Wealth Solutions’s Invesco Preferred ETF PGX Stock Holding History

Bought
Maintained
Sold
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

Atria Wealth Solutions's PGX Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Invesco Preferred ETF (PGX) stake by 55% in Q2 2025, selling an estimated $304K and leaving 22,357 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #1254.

Atria Wealth Solutions first reported a position in PGX in Q1 2022 and has held it in 14 quarters since. The position peaked at $785K in Q1 2022. 427 funds tracked by Wall St. Rank hold PGX as of Q2 2025.

  • Atria Wealth Solutions held 22,357 shares of Invesco Preferred ETF worth $249K as of Q2 2025.
  • Atria Wealth Solutions sold 27,593 Invesco Preferred ETF shares in Q2 2025, an estimated $304K.
  • Invesco Preferred ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1254 holding.
  • Atria Wealth Solutions first reported a position in Invesco Preferred ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Invesco Preferred ETF position peaked at $785K in Q1 2022.
  • 427 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.