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

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

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.