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

Atticus 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 Q3	–	Sell	-4,896	Closed	-$54.5K	–	502
2025 Q2	$54.5K	Buy	4,896 +61	+1%	+$672	0.01%	307
2025 Q1	$54.2K	Sell	4,835 -19,234	-80%	-$223K	0.02%	224
2024 Q4	$278K	Buy	24,069 +272	+1%	+$3.27K	0.09%	99
2024 Q3	$294K	Buy	23,797 +259	+1%	+$3.09K	0.09%	98
2024 Q2	$272K	Sell	23,538 -1,123	-5%	-$13K	0.09%	96
2024 Q1	$293K	Sell	24,661 -1,223	-5%	-$14.4K	0.1%	99
2023 Q4	$297K	Sell	25,884 -25,513	-50%	-$278K	0.1%	100
2023 Q3	$563K	Sell	51,397 -198	-0.4%	-$2.21K	0.22%	63
2023 Q2	$587K	Sell	51,595 -18,701	-27%	-$212K	0.22%	64
2023 Q1	$807K	Sell	70,296 -87,362	-55%	-$1.05M	0.31%	49
2022 Q4	$1.76M	Sell	157,658 -88,024	-36%	-$1.02M	0.72%	26
2022 Q3	$3.03M	Hold	245,682	–	–	1.47%	17
2022 Q2	$3.03M	Sell	245,682 -157,444	-39%	-$1.98M	1.26%	20
2022 Q1	$5.47M	Sell	403,126 -1,212	-0.3%	-$16.9K	2%	14
2021 Q4	$6.07M	Buy	404,338 +19,995	+5%	+$298K	2.37%	10
2021 Q3	$5.78M	Buy	384,343 +77,117	+25%	+$1.17M	2.54%	8
2021 Q2	$4.71M	Buy	307,226 +8,625	+3%	+$130K	2.05%	14
2021 Q1	$4.48M	Buy	298,601 +24,441	+9%	+$363K	2.13%	13
2020 Q4	$4.18M	Buy	274,160 +25,982	+10%	+$390K	2.11%	11
2020 Q3	$3.65M	Buy	248,178 +9,106	+4%	+$134K	2.18%	11
2020 Q2	$3.38M	Buy	239,072 +22,068	+10%	+$309K	2.23%	11
2020 Q1	$2.86M	Sell	217,004 -27,289	-11%	-$393K	2.3%	12
2019 Q4	$3.67M	Buy	+244,293	New	+$3.65M	2.34%	12

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

Atticus Wealth Management's PGX Position: Q3 2025 in Review

Atticus Wealth Management sold out of Invesco Preferred ETF (PGX) in Q3 2025, closing a stake of 4,896 shares — an estimated $54.5K sold.

Atticus Wealth Management first reported a position in PGX in Q4 2019 and held it in 23 quarters. The position peaked at $6.07M in Q4 2021. 401 funds tracked by Wall St. Rank hold PGX as of Q3 2025.

Atticus Wealth Management reported no remaining Invesco Preferred ETF position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 4,896 Invesco Preferred ETF shares in Q3 2025, an estimated $54.5K.
Atticus Wealth Management first reported a position in Invesco Preferred ETF in Q4 2019 and held it in 23 quarters.
Atticus Wealth Management's Invesco Preferred ETF position peaked at $6.07M in Q4 2021.
401 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.