Cladis Investment Advisory’s Invesco Preferred ETF PGX Stock Holding History

Cladis Investment Advisory’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	-10,177	Closed	-$113K	–	152
2025 Q2	$113K	Hold	10,177	–	–	0.07%	141
2025 Q1	$114K	Hold	10,177	–	–	0.08%	129
2024 Q4	$117K	Hold	10,177	–	–	0.08%	124
2024 Q3	$126K	Hold	10,177	–	–	0.09%	129
2024 Q2	$118K	Buy	+10,177	New	+$118K	0.09%	131
2024 Q1	–	Sell	-10,177	Closed	-$117K	–	148
2023 Q4	$117K	Hold	10,177	–	–	0.09%	136
2023 Q3	$111K	Hold	10,177	–	–	0.1%	125
2023 Q2	$116K	Buy	+10,177	New	+$115K	0.1%	130

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

Cladis Investment Advisory's PGX Position: Q3 2025 in Review

Cladis Investment Advisory sold out of Invesco Preferred ETF (PGX) in Q3 2025, closing a stake of 10,177 shares — an estimated $113K sold.

Cladis Investment Advisory first reported a position in PGX in Q2 2023 and held it in 8 quarters. The position peaked at $126K in Q3 2024. 401 funds tracked by Wall St. Rank hold PGX as of Q3 2025.

Cladis Investment Advisory reported no remaining Invesco Preferred ETF position as of Q3 2025 after selling out during the quarter.
Cladis Investment Advisory sold 10,177 Invesco Preferred ETF shares in Q3 2025, an estimated $113K.
Cladis Investment Advisory first reported a position in Invesco Preferred ETF in Q2 2023 and held it in 8 quarters.
Cladis Investment Advisory's Invesco Preferred ETF position peaked at $126K in Q3 2024.
401 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2025.

Based on Cladis Investment Advisory's 13F filing for Q3 2025, filed 13 Nov 2025.