Brightwater Advisory’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
Other funds holding PGX
SAMC
Brightwater Advisory's PGX Position: Q3 2025 in Review
Brightwater Advisory sold out of Invesco Preferred ETF (PGX) in Q3 2025, closing a stake of 47,700 shares — an estimated $531K sold.
Brightwater Advisory first reported a position in PGX in Q2 2025 and held it in 1 quarter. The position peaked at $531K in Q2 2025. 401 funds tracked by Wall St. Rank hold PGX as of Q3 2025.
- Brightwater Advisory reported no remaining Invesco Preferred ETF position as of Q3 2025 after selling out during the quarter.
- Brightwater Advisory sold 47,700 Invesco Preferred ETF shares in Q3 2025, an estimated $531K.
- Brightwater Advisory first reported a position in Invesco Preferred ETF in Q2 2025 and held it in 1 quarter.
- Brightwater Advisory's Invesco Preferred ETF position peaked at $531K in Q2 2025.
- 401 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2025.
Based on Brightwater Advisory's 13F filing for Q3 2025, filed 7 Nov 2025.