CFD
PGX icon

Creative Financial Designs’s Invesco Preferred ETF PGX Stock Holding History

Creative Financial Designs’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
2026
Q1 		$16.1K Hold
1,479
– – ﹤0.01% 1259
2025
Q4 		$16.6K Hold
1,479
– – ﹤0.01% 1206
2025
Q3 		$17.2K Hold
1,479
– – ﹤0.01% 1194
2025
Q2 		$16.5K Hold
1,479
– – ﹤0.01% 1197
2025
Q1 		$16.6K Hold
1,479
– – ﹤0.01% 1140
2024
Q4 		$17.1K Hold
1,479
– – ﹤0.01% 1088
2024
Q3 		$18.3K Hold
1,479
– – ﹤0.01% 1055
2024
Q2 		$17.1K Hold
1,479
– – ﹤0.01% 1033
2024
Q1 		$17.6K Hold
1,479
– – ﹤0.01% 1005
2023
Q4 		$17K Buy
+1,479
New +$16.1K ﹤0.01% 958
2022
Q1 		– Hold
0
– – – 1315
2021
Q4 		– Hold
0
– – – 1386

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return