CIBC Private Wealth Group’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.24M | Sell |
110,693
-14,813
| -12% | -$169K | ﹤0.01% | 666 |
|
|
2025
Q3 | $1.46M | Sell |
125,506
-28,659
| -19% | -$328K | ﹤0.01% | 629 |
|
|
2025
Q2 | $1.72M | Buy |
154,165
+2,863
| +2% | +$31.5K | ﹤0.01% | 578 |
|
|
2025
Q1 | $1.65M | Sell |
151,302
-4,932
| -3% | -$57.1K | ﹤0.01% | 568 |
|
|
2024
Q4 | $1.8M | Sell |
156,234
-20,664
| -12% | -$249K | ﹤0.01% | 591 |
|
|
2024
Q3 | $2.18M | Sell |
176,898
-298
| -0.2% | -$3.56K | ﹤0.01% | 553 |
|
|
2024
Q2 | $2.07M | Sell |
177,196
-8,591
| -5% | -$99.3K | ﹤0.01% | 539 |
|
|
2024
Q1 | $2.21M | Buy |
185,787
+6,472
| +4% | +$76.3K | ﹤0.01% | 533 |
|
|
2023
Q4 | $2.06M | Sell |
179,315
-12,634
| -7% | -$138K | ﹤0.01% | 512 |
|
|
2023
Q3 | $2.1M | Sell |
191,949
-9,064
| -5% | -$101K | 0.01% | 488 |
|
|
2023
Q2 | $2.29M | Buy |
201,013
+1,074
| +0.5% | +$12.2K | 0.01% | 483 |
|
|
2023
Q1 | $2.45M | Sell |
199,939
-8,181
| -4% | -$98.2K | 0.01% | 484 |
|
|
2022
Q4 | $245K | Sell |
208,120
-89,508
| -30% | -$1.04M | ﹤0.01% | 710 |
|
|
2022
Q3 | $3.54M | Sell |
297,628
-4,029
| -1% | -$50.7K | 0.01% | 407 |
|
|
2022
Q2 | $3.72M | Sell |
301,657
-13,384
| -4% | -$168K | 0.01% | 408 |
|
|
2022
Q1 | $4.28M | Buy |
315,041
+1,696
| +0.5% | +$23.6K | 0.01% | 416 |
|
|
2021
Q4 | $4.7M | Buy |
313,345
+1,127
| +0.4% | +$16.8K | 0.01% | 414 |
|
|
2021
Q3 | $4.69M | Sell |
312,218
-6,318
| -2% | -$95.9K | 0.01% | 400 |
|
|
2021
Q2 | $4.88M | Buy |
318,536
+6,535
| +2% | +$98.8K | 0.01% | 406 |
|
|
2021
Q1 | $4.68M | Buy |
312,001
+12,329
| +4% | +$183K | 0.01% | 404 |
|
|
2020
Q4 | $4.57M | Buy |
299,672
+66,347
| +28% | +$995K | 0.01% | 392 |
|
|
2020
Q3 | $3.44M | Buy |
233,325
+213,410
| +1,072% | +$3.13M | 0.01% | 396 |
|
|
2020
Q2 | $281K | Sell |
19,915
-216,302
| -92% | -$3.03M | ﹤0.01% | 577 |
|
|
2020
Q1 | $3.11M | Sell |
236,217
-5,484
| -2% | -$78.9K | 0.01% | 356 |
|
|
2019
Q4 | $3.63M | Buy |
241,701
+1,012
| +0.4% | +$15.1K | 0.01% | 385 |
|
|
2019
Q3 | $3.61M | Buy |
240,689
+7,323
| +3% | +$109K | 0.01% | 382 |
|
|
2019
Q2 | $3.41M | Buy |
233,366
+94,750
| +68% | +$1.38M | 0.01% | 400 |
|
|
2019
Q1 | $2.01M | Buy |
138,616
+37,814
| +38% | +$538K | 0.01% | 462 |
|
|
2018
Q4 | $1.36M | Sell |
100,802
-4,399
| -4% | -$60.7K | 0.01% | 512 |
|
|
2018
Q3 | $1.51M | Sell |
105,201
-2,815
| -3% | -$40.9K | 0.01% | 584 |
|
|
2018
Q2 | $1.57M | Sell |
108,016
-1,661
| -2% | -$24K | 0.01% | 566 |
|
|
2018
Q1 | $1.6M | Sell |
109,677
-10,543
| -9% | -$154K | 0.01% | 550 |
|
|
2017
Q4 | $1.79M | Buy |
120,220
+23,868
| +25% | +$357K | 0.01% | 545 |
|
|
2017
Q3 | $1.45M | Buy |
+96,352
| New | +$1.45M | 0.01% | 552 |
|
|
2015
Q3 | – | Sell |
-59,180
| Closed | -$859K | – | 611 |
|
|
2015
Q2 | $859K | Buy |
59,180
+14,180
| +32% | +$209K | 0.01% | 485 |
|
|
2015
Q1 | $671K | Sell |
45,000
-587
| -1% | -$8.7K | 0.01% | 514 |
|
|
2014
Q4 | $670K | Buy |
45,587
+1,391
| +3% | +$20.3K | 0.01% | 514 |
|
|
2014
Q3 | $639K | Buy |
44,196
+9,196
| +26% | +$133K | 0.01% | 504 |
|
|
2014
Q2 | $512K | Hold |
35,000
| – | – | ﹤0.01% | 517 |
|
|
2014
Q1 | $500K | Buy |
+35,000
| New | +$489K | ﹤0.01% | 509 |
|
Other funds holding PGX
BI
SAMC
CIBC Private Wealth Group's PGX Position: Q4 2025 in Review
CIBC Private Wealth Group reduced its Invesco Preferred ETF (PGX) stake by 12% in Q4 2025, selling an estimated $169K and leaving 110,693 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #666.
CIBC Private Wealth Group first reported a position in PGX in Q1 2014 and has held it in 40 quarters since. The position peaked at $4.88M in Q2 2021. 423 funds tracked by Wall St. Rank hold PGX as of Q4 2025.
- CIBC Private Wealth Group held 110,693 shares of Invesco Preferred ETF worth $1.24M as of Q4 2025.
- CIBC Private Wealth Group sold 14,813 Invesco Preferred ETF shares in Q4 2025, an estimated $169K.
- Invesco Preferred ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #666 holding.
- CIBC Private Wealth Group first reported a position in Invesco Preferred ETF in Q1 2014 and has held it in 40 quarters since.
- CIBC Private Wealth Group's Invesco Preferred ETF position peaked at $4.88M in Q2 2021.
- 423 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2025.
Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.