Financial Gravity Companies’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
Other funds holding PGX
SAMC
Financial Gravity Companies's PGX Position: Q2 2025 in Review
Financial Gravity Companies opened a new position in Invesco Preferred ETF (PGX) in Q2 2025: 1,500 shares worth $16.7K. The stake represents ﹤0.01% of the portfolio and ranks #481 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in PGX as recently as Q4 2024.
Financial Gravity Companies first reported a position in PGX in Q4 2017 and has held it in 6 quarters since. The position peaked at $144K in Q4 2018. 427 funds tracked by Wall St. Rank hold PGX as of Q2 2025.
- Financial Gravity Companies held 1,500 shares of Invesco Preferred ETF worth $16.7K as of Q2 2025.
- Invesco Preferred ETF was a new Financial Gravity Companies position in Q2 2025.
- Invesco Preferred ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #481 holding.
- Financial Gravity Companies first reported a position in Invesco Preferred ETF in Q4 2017 and has held it in 6 quarters since.
- Financial Gravity Companies's Invesco Preferred ETF position peaked at $144K in Q4 2018.
- 427 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2025.
Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.