Coppell Advisory Solutions’s Invesco Preferred ETF PGX Stock Holding History

Coppell Advisory Solutions’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 Q1	–	Sell	-167	Closed	-$1.92K	–	1435
2024 Q4	$1.92K	Hold	167	–	–	﹤0.01%	1545
2024 Q3	$2.08K	Hold	167	–	–	﹤0.01%	1439
2024 Q2	$1.93K	Buy	+167	New	+$1.93K	﹤0.01%	1388
2023 Q4	$2.78K	Sell	242 -432	-64%	-$4.71K	﹤0.01%	1227
2023 Q3	$7.54K	Buy	674 +432	+179%	+$4.83K	﹤0.01%	650
2023 Q2	$2.72K	Buy	+242	New	+$2.75K	﹤0.01%	970
2023 Q1	–	Sell	-674	Closed	-$7.54K	–	816
2022 Q4	$7.54K	Buy	+674	New	+$7.79K	﹤0.01%	657

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Coppell Advisory Solutions's PGX Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Invesco Preferred ETF (PGX) in Q1 2025, closing a stake of 167 shares — an estimated $1.92K sold.

Coppell Advisory Solutions first reported a position in PGX in Q4 2022 and held it in 7 quarters. The position peaked at $7.54K in Q3 2023. 450 funds tracked by Wall St. Rank hold PGX as of Q1 2025.

Coppell Advisory Solutions reported no remaining Invesco Preferred ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 167 Invesco Preferred ETF shares in Q1 2025, an estimated $1.92K.
Coppell Advisory Solutions first reported a position in Invesco Preferred ETF in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's Invesco Preferred ETF position peaked at $7.54K in Q3 2023.
450 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.