Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Invesco Preferred ETF PGX Stock Holding History

Envestnet Portfolio 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
2026
Q1 		$183K Buy
16,779
+587
+4% +$6.63K ﹤0.01% 1279
2025
Q4 		$182K Buy
16,192
+1,046
+7% +$11.9K ﹤0.01% 1468
2025
Q3 		$176K Sell
15,146
-9,370
-38% -$107K ﹤0.01% 1426
2025
Q2 		$273K Hold
24,516
– – ﹤0.01% 1383
2025
Q1 		$275K Hold
24,516
– – ﹤0.01% 1336
2024
Q4 		$283K Buy
24,516
+400
+2% +$4.81K ﹤0.01% 1531
2024
Q3 		$298K Buy
24,116
+10,994
+84% +$131K ﹤0.01% 1457
2024
Q2 		$152K Sell
13,122
-9,808
-43% -$113K ﹤0.01% 1601
2024
Q1 		$272K Sell
22,930
-925
-4% -$10.9K ﹤0.01% 1408
2023
Q4 		$274K Sell
23,855
-2,003
-8% -$21.9K ﹤0.01% 1344
2023
Q3 		$283K Buy
+25,858
New +$289K ﹤0.01% 1257

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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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