Fairway Wealth’s Invesco Preferred ETF PGX Stock Holding History

Fairway 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 Q2	–	Sell	-868	Closed	-$9.74K	–	210
2025 Q1	$9.74K	Hold	868	–	–	﹤0.01%	166
2024 Q4	$10K	Buy	+868	New	+$10.4K	﹤0.01%	177

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Fairway Wealth's PGX Position: Q2 2025 in Review

Fairway Wealth sold out of Invesco Preferred ETF (PGX) in Q2 2025, closing a stake of 868 shares — an estimated $9.74K sold.

Fairway Wealth first reported a position in PGX in Q4 2024 and held it in 2 quarters. The position peaked at $10K in Q4 2024. 427 funds tracked by Wall St. Rank hold PGX as of Q2 2025.

Fairway Wealth reported no remaining Invesco Preferred ETF position as of Q2 2025 after selling out during the quarter.
Fairway Wealth sold 868 Invesco Preferred ETF shares in Q2 2025, an estimated $9.74K.
Fairway Wealth first reported a position in Invesco Preferred ETF in Q4 2024 and held it in 2 quarters.
Fairway Wealth's Invesco Preferred ETF position peaked at $10K in Q4 2024.
427 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2025.

Based on Fairway Wealth's 13F filing for Q2 2025, filed 30 Jul 2025.