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Family Legacy Financial Solutions’s Invesco Preferred ETF PGX Stock Holding History

Family Legacy Financial 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
Q4 		– Sell
-1,000
Closed -$11.6K – 176
2025
Q3 		$11.6K Buy
+1,000
New +$11.5K 0.01% 155

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BI
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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
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Family Legacy Financial Solutions's PGX Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of Invesco Preferred ETF (PGX) in Q4 2025, closing a stake of 1,000 shares — an estimated $11.6K sold.

Family Legacy Financial Solutions first reported a position in PGX in Q3 2025 and held it in 1 quarter. The position peaked at $11.6K in Q3 2025. 423 funds tracked by Wall St. Rank hold PGX as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining Invesco Preferred ETF position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 1,000 Invesco Preferred ETF shares in Q4 2025, an estimated $11.6K.
  • Family Legacy Financial Solutions first reported a position in Invesco Preferred ETF in Q3 2025 and held it in 1 quarter.
  • Family Legacy Financial Solutions's Invesco Preferred ETF position peaked at $11.6K in Q3 2025.
  • 423 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.