Farmers & Merchants Investments Inc’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-50
| Closed | -$557 | – | 1763 |
|
|
2025
Q2 | $557 | Hold |
50
| – | – | ﹤0.01% | 1589 |
|
|
2025
Q1 | $561 | Hold |
50
| – | – | ﹤0.01% | 1590 |
|
|
2024
Q4 | $577 | Hold |
50
| – | – | ﹤0.01% | 1625 |
|
|
2024
Q3 | $618 | Hold |
50
| – | – | ﹤0.01% | 1623 |
|
|
2024
Q2 | $578 | Sell |
50
-14
| -22% | -$162 | ﹤0.01% | 1617 |
|
|
2024
Q1 | $760 | Hold |
64
| – | – | ﹤0.01% | 1517 |
|
|
2023
Q4 | $734 | Hold |
64
| – | – | ﹤0.01% | 1534 |
|
|
2023
Q3 | $701 | Hold |
64
| – | – | ﹤0.01% | 1500 |
|
|
2023
Q2 | $728 | Hold |
64
| – | – | ﹤0.01% | 1504 |
|
|
2023
Q1 | $735 | Hold |
64
| – | – | ﹤0.01% | 1491 |
|
|
2022
Q4 | $716 | Hold |
64
| – | – | ﹤0.01% | 1508 |
|
|
2022
Q3 | $1K | Hold |
64
| – | – | ﹤0.01% | 1392 |
|
|
2022
Q2 | $1K | Hold |
64
| – | – | ﹤0.01% | 939 |
|
|
2022
Q1 | $1K | Hold |
64
| – | – | ﹤0.01% | 953 |
|
|
2021
Q4 | $1K | Hold |
64
| – | – | ﹤0.01% | 970 |
|
|
2021
Q3 | $1K | Buy |
+64
| New | +$972 | ﹤0.01% | 956 |
|
|
2021
Q2 | – | Sell |
-236
| Closed | -$4K | – | 962 |
|
|
2021
Q1 | $4K | Buy |
+236
| New | +$3.51K | ﹤0.01% | 800 |
|
|
2020
Q2 | – | Sell |
-309
| Closed | -$4K | – | 868 |
|
|
2020
Q1 | $4K | Hold |
309
| – | – | ﹤0.01% | 715 |
|
|
2019
Q4 | $5K | Hold |
309
| – | – | ﹤0.01% | 759 |
|
|
2019
Q3 | $5K | Hold |
309
| – | – | ﹤0.01% | 739 |
|
|
2019
Q2 | $5K | Hold |
309
| – | – | ﹤0.01% | 742 |
|
|
2019
Q1 | $4K | Hold |
309
| – | – | ﹤0.01% | 773 |
|
|
2018
Q4 | $4K | Hold |
309
| – | – | ﹤0.01% | 710 |
|
|
2018
Q3 | $4K | Buy |
+309
| New | +$4.49K | ﹤0.01% | 763 |
|
|
2018
Q2 | – | Sell |
-309
| Closed | -$5K | – | 861 |
|
|
2018
Q1 | $5K | Sell |
309
-1,365
| -82% | -$19.9K | ﹤0.01% | 696 |
|
|
2017
Q4 | $25K | Buy |
1,674
+1,365
| +442% | +$20.4K | ﹤0.01% | 403 |
|
|
2017
Q3 | $5K | Hold |
309
| – | – | ﹤0.01% | 687 |
|
|
2017
Q2 | $5K | Hold |
309
| – | – | ﹤0.01% | 661 |
|
|
2017
Q1 | $5K | Hold |
309
| – | – | ﹤0.01% | 611 |
|
|
2016
Q4 | $4K | Hold |
309
| – | – | ﹤0.01% | 683 |
|
|
2016
Q3 | $5K | Hold |
309
| – | – | ﹤0.01% | 605 |
|
|
2016
Q2 | $5K | Hold |
309
| – | – | ﹤0.01% | 574 |
|
|
2016
Q1 | $5K | Hold |
309
| – | – | ﹤0.01% | 585 |
|
|
2015
Q4 | $5K | Hold |
309
| – | – | ﹤0.01% | 574 |
|
|
2015
Q3 | $5K | Hold |
309
| – | – | ﹤0.01% | 592 |
|
|
2015
Q2 | $4K | Hold |
309
| – | – | ﹤0.01% | 642 |
|
|
2015
Q1 | $5K | Hold |
309
| – | – | ﹤0.01% | 630 |
|
|
2014
Q4 | $5K | Sell |
309
-103
| -25% | -$1.5K | ﹤0.01% | 596 |
|
|
2014
Q3 | $6K | Buy |
+412
| New | +$5.98K | ﹤0.01% | 596 |
|
Other funds holding PGX
SAMC
Farmers & Merchants Investments Inc's PGX Position: Q3 2025 in Review
Farmers & Merchants Investments Inc sold out of Invesco Preferred ETF (PGX) in Q3 2025, closing a stake of 50 shares — an estimated $557 sold.
Farmers & Merchants Investments Inc first reported a position in PGX in Q3 2014 and held it in 39 quarters. The position peaked at $25K in Q4 2017. 402 funds tracked by Wall St. Rank hold PGX as of Q3 2025.
- Farmers & Merchants Investments Inc reported no remaining Invesco Preferred ETF position as of Q3 2025 after selling out during the quarter.
- Farmers & Merchants Investments Inc sold 50 Invesco Preferred ETF shares in Q3 2025, an estimated $557.
- Farmers & Merchants Investments Inc first reported a position in Invesco Preferred ETF in Q3 2014 and held it in 39 quarters.
- Farmers & Merchants Investments Inc's Invesco Preferred ETF position peaked at $25K in Q4 2017.
- 402 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2025.
Based on Farmers & Merchants Investments Inc's 13F filing for Q3 2025, filed 17 Oct 2025.