Beacon Pointe Advisors’s Invesco Preferred ETF PGX Stock Holding History

Beacon Pointe Advisors’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	-11,624	Closed	-$129K	–	1492
2025 Q2	$129K	Sell	11,624 -749	-6%	-$8.25K	﹤0.01%	1210
2025 Q1	$139K	Sell	12,373 -247	-2%	-$2.86K	﹤0.01%	1177
2024 Q4	$146K	Buy	12,620 +44	+0.3%	+$529	﹤0.01%	1164
2024 Q3	$155K	Sell	12,576 -2,431	-16%	-$29K	﹤0.01%	1176
2024 Q2	$173K	Sell	15,007 -41,447	-73%	-$479K	﹤0.01%	1199
2024 Q1	$671K	Sell	56,454 -35,799	-39%	-$422K	0.01%	804
2023 Q4	$1.06M	Sell	92,253 -28,726	-24%	-$314K	0.01%	648
2023 Q3	$1.32M	Buy	+120,979	New	+$1.35M	0.02%	552
2023 Q2	–	Sell	-131,411	Closed	-$1.51M	–	1167
2023 Q1	$1.51M	Buy	+131,411	New	+$1.58M	0.03%	453

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

Beacon Pointe Advisors's PGX Position: Q3 2025 in Review

Beacon Pointe Advisors sold out of Invesco Preferred ETF (PGX) in Q3 2025, closing a stake of 11,624 shares — an estimated $129K sold.

Beacon Pointe Advisors first reported a position in PGX in Q1 2023 and held it in 9 quarters. The position peaked at $1.51M in Q1 2023. 401 funds tracked by Wall St. Rank hold PGX as of Q3 2025.

Beacon Pointe Advisors reported no remaining Invesco Preferred ETF position as of Q3 2025 after selling out during the quarter.
Beacon Pointe Advisors sold 11,624 Invesco Preferred ETF shares in Q3 2025, an estimated $129K.
Beacon Pointe Advisors first reported a position in Invesco Preferred ETF in Q1 2023 and held it in 9 quarters.
Beacon Pointe Advisors's Invesco Preferred ETF position peaked at $1.51M in Q1 2023.
401 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2025.

Based on Beacon Pointe Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.