Blackston Financial Advisory Group’s Invesco Preferred ETF PGX Stock Holding History

Blackston Financial Advisory Group’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 Q4	–	Sell	-10,739	Closed	-$125K	–	111
2025 Q3	$125K	Sell	10,739 -2,709	-20%	-$31K	0.07%	110
2025 Q2	$150K	Sell	13,448 -1,606	-11%	-$17.7K	0.09%	103
2025 Q1	$169K	Sell	15,054 -735	-5%	-$8.5K	0.11%	93
2024 Q4	$182K	Sell	15,789 -306	-2%	-$3.68K	0.09%	134
2024 Q3	$199K	Buy	+16,095	New	+$192K	0.1%	134
2022 Q2	–	Sell	-13,988	Closed	-$210K	–	105
2022 Q1	$210K	Buy	+13,988	New	+$195K	0.14%	78

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $69.6M AUM 1.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Blackston Financial Advisory Group's PGX Position: Q4 2025 in Review

Blackston Financial Advisory Group sold out of Invesco Preferred ETF (PGX) in Q4 2025, closing a stake of 10,739 shares — an estimated $125K sold.

Blackston Financial Advisory Group first reported a position in PGX in Q1 2022 and held it in 6 quarters. The position peaked at $210K in Q1 2022. 423 funds tracked by Wall St. Rank hold PGX as of Q4 2025.

Blackston Financial Advisory Group reported no remaining Invesco Preferred ETF position as of Q4 2025 after selling out during the quarter.
Blackston Financial Advisory Group sold 10,739 Invesco Preferred ETF shares in Q4 2025, an estimated $125K.
Blackston Financial Advisory Group first reported a position in Invesco Preferred ETF in Q1 2022 and held it in 6 quarters.
Blackston Financial Advisory Group's Invesco Preferred ETF position peaked at $210K in Q1 2022.
423 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2025.

Based on Blackston Financial Advisory Group's 13F filing for Q4 2025, filed 6 Feb 2026.