EW
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Elyxium Wealth’s Invesco Preferred ETF PGX Stock Holding History

Elyxium Wealth’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
-11,296
Closed -$130K – 156
2024
Q4 		$130K Hold
11,296
– – 0.08% 87
2024
Q3 		$140K Buy
+11,296
New +$135K 0.08% 120

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 $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Elyxium Wealth's PGX Position: Q1 2025 in Review

Elyxium Wealth sold out of Invesco Preferred ETF (PGX) in Q1 2025, closing a stake of 11,296 shares — an estimated $130K sold.

Elyxium Wealth first reported a position in PGX in Q3 2024 and held it in 2 quarters. The position peaked at $140K in Q3 2024. 450 funds tracked by Wall St. Rank hold PGX as of Q1 2025.

  • Elyxium Wealth reported no remaining Invesco Preferred ETF position as of Q1 2025 after selling out during the quarter.
  • Elyxium Wealth sold 11,296 Invesco Preferred ETF shares in Q1 2025, an estimated $130K.
  • Elyxium Wealth first reported a position in Invesco Preferred ETF in Q3 2024 and held it in 2 quarters.
  • Elyxium Wealth's Invesco Preferred ETF position peaked at $140K in Q3 2024.
  • 450 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2025.

Based on Elyxium Wealth's 13F filing for Q1 2025, filed 5 May 2025.