Avantax Advisory Services’s Invesco Preferred ETF PGX Stock Holding History

Avantax Advisory Services’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	$327K	Sell	29,388 -7,143	-20%	-$78.7K	﹤0.01%	1843
2025 Q1	$410K	Buy	36,531 +1,345	+4%	+$15.6K	﹤0.01%	1642
2024 Q4	$406K	Sell	35,186 -1,052	-3%	-$12.7K	﹤0.01%	1582
2024 Q3	$448K	Sell	36,238 -63,263	-64%	-$755K	﹤0.01%	1486
2024 Q2	$1.15M	Sell	99,501 -10,467	-10%	-$121K	0.01%	907
2024 Q1	$1.31M	Buy	109,968 +2,490	+2%	+$29.3K	0.01%	666
2023 Q4	$1.23M	Buy	107,478 +6,019	+6%	+$65.7K	0.01%	645
2023 Q3	$1.11M	Buy	101,459 +2,717	+3%	+$30.4K	0.01%	645
2023 Q2	$1.12M	Sell	98,742 -11,227	-10%	-$127K	0.01%	643
2023 Q1	$1.26M	Buy	109,969 +5,904	+6%	+$70.9K	0.02%	585
2022 Q4	$1.16M	Sell	104,065 -17,102	-14%	-$198K	0.02%	587
2022 Q3	$1.44M	Buy	121,167 +4,130	+4%	+$52K	0.02%	454
2022 Q2	$1.44M	Buy	117,037 +1,714	+1%	+$21.5K	0.02%	456
2022 Q1	$1.56M	Buy	115,323 +1,529	+1%	+$21.3K	0.02%	435
2021 Q4	$1.71M	Buy	113,794 +3,630	+3%	+$54.1K	0.03%	394
2021 Q3	$1.66M	Sell	110,164 -15,466	-12%	-$235K	0.03%	378
2021 Q2	$1.92M	Buy	125,630 +9,811	+8%	+$148K	0.03%	333
2021 Q1	$1.74M	Sell	115,819 -4,461	-4%	-$66.3K	0.04%	316
2020 Q4	$1.84M	Sell	120,280 -115,306	-49%	-$1.73M	0.04%	283
2020 Q3	$3.46M	Buy	235,586 +151,194	+179%	+$2.22M	0.06%	259
2020 Q2	$1.19M	Buy	84,392 +1,762	+2%	+$24.7K	0.03%	311
2020 Q1	$1.08M	Sell	82,630 -4,611	-5%	-$66.3K	0.03%	286
2019 Q4	$1.32M	Buy	+87,241	New	+$1.3M	0.03%	285

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

Avantax Advisory Services's PGX Position: Q2 2025 in Review

Avantax Advisory Services reduced its Invesco Preferred ETF (PGX) stake by 20% in Q2 2025, selling an estimated $78.7K and leaving 29,388 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #1843.

Avantax Advisory Services first reported a position in PGX in Q4 2019 and has held it in 23 quarters since. The position peaked at $3.46M in Q3 2020. 427 funds tracked by Wall St. Rank hold PGX as of Q2 2025.

Avantax Advisory Services held 29,388 shares of Invesco Preferred ETF worth $327K as of Q2 2025.
Avantax Advisory Services sold 7,143 Invesco Preferred ETF shares in Q2 2025, an estimated $78.7K.
Invesco Preferred ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1843 holding.
Avantax Advisory Services first reported a position in Invesco Preferred ETF in Q4 2019 and has held it in 23 quarters since.
Avantax Advisory Services's Invesco Preferred ETF position peaked at $3.46M in Q3 2020.
427 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.