Columbia Advisory Partners’s Invesco Preferred ETF PGX Stock Holding History

Columbia Advisory Partners’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	-14,554	Closed	-$162K	–	93
2025 Q2	$162K	Sell	14,554 -104	-0.7%	-$1.15K	0.12%	77
2025 Q1	$164K	Buy	14,658 +175	+1%	+$2.02K	0.14%	68
2024 Q4	$167K	Sell	14,483 -588	-4%	-$7.07K	0.16%	61
2024 Q3	$186K	Buy	15,071 +1,673	+12%	+$20K	0.18%	55
2024 Q2	$155K	Sell	13,398 -858	-6%	-$9.92K	0.15%	50
2024 Q1	$169K	Sell	14,256 -1,179	-8%	-$13.9K	0.17%	49
2023 Q4	$177K	Sell	15,435 -3,961	-20%	-$43.2K	0.18%	61
2023 Q3	$212K	Sell	19,396 -128	-0.7%	-$1.43K	0.23%	57
2023 Q2	$222K	Sell	19,524 -10,106	-34%	-$115K	0.24%	50
2023 Q1	$340K	Sell	29,630 -87,344	-75%	-$1.05M	0.32%	43
2022 Q4	$1.31M	Sell	116,974 -7,144	-6%	-$82.6K	1.25%	10
2022 Q3	$1.48M	Sell	124,118 -5,328	-4%	-$67.1K	1.8%	9
2022 Q2	$1.6M	Sell	129,446 -5,643	-4%	-$70.9K	1.83%	9
2022 Q1	$1.83M	Sell	135,089 -9,562	-7%	-$133K	1.84%	9
2021 Q4	$2.17M	Buy	+144,651	New	+$2.16M	2.16%	9

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

Columbia Advisory Partners's PGX Position: Q3 2025 in Review

Columbia Advisory Partners sold out of Invesco Preferred ETF (PGX) in Q3 2025, closing a stake of 14,554 shares — an estimated $162K sold.

Columbia Advisory Partners first reported a position in PGX in Q4 2021 and held it in 15 quarters. The position peaked at $2.17M in Q4 2021. 401 funds tracked by Wall St. Rank hold PGX as of Q3 2025.

Columbia Advisory Partners reported no remaining Invesco Preferred ETF position as of Q3 2025 after selling out during the quarter.
Columbia Advisory Partners sold 14,554 Invesco Preferred ETF shares in Q3 2025, an estimated $162K.
Columbia Advisory Partners first reported a position in Invesco Preferred ETF in Q4 2021 and held it in 15 quarters.
Columbia Advisory Partners's Invesco Preferred ETF position peaked at $2.17M in Q4 2021.
401 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2025.

Based on Columbia Advisory Partners's 13F filing for Q3 2025, filed 24 Oct 2025.