Collaborative Wealth Management’s Invesco Preferred ETF PGX Stock Holding History

Collaborative Wealth Management's PGX Position: Q1 2025 in Review

Collaborative Wealth Management sold out of Invesco Preferred ETF (PGX) in Q1 2025, closing a stake of 12,629 shares — an estimated $146K sold.

Collaborative Wealth Management first reported a position in PGX in Q2 2023 and held it in 3 quarters. The position peaked at $199K in Q3 2023. 450 funds tracked by Wall St. Rank hold PGX as of Q1 2025.

• Collaborative Wealth Management reported no remaining Invesco Preferred ETF position as of Q1 2025 after selling out during the quarter.
• Collaborative Wealth Management sold 12,629 Invesco Preferred ETF shares in Q1 2025, an estimated $146K.
• Collaborative Wealth Management first reported a position in Invesco Preferred ETF in Q2 2023 and held it in 3 quarters.
• Collaborative Wealth Management's Invesco Preferred ETF position peaked at $199K in Q3 2023.
• 450 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2025.

Based on Collaborative Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.