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Flagstar Advisors’s Invesco Preferred ETF PGX Stock Holding History

Flagstar Advisors’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
Q3 		– Sell
-10,430
Closed -$116K – 202
2025
Q2 		$116K Sell
10,430
-60,283
-85% -$664K 0.03% 200
2025
Q1 		$793K Buy
70,713
+889
+1% +$10.3K 0.2% 99
2024
Q4 		$805K Buy
69,824
+19,254
+38% +$232K 0.2% 101
2024
Q3 		$625K Buy
+50,570
New +$604K 0.16% 114
2022
Q4 		– Sell
-21,474
Closed -$255K – 244
2022
Q3 		$255K Sell
21,474
-1,307
-6% -$16.4K 0.1% 139
2022
Q2 		$281K Buy
22,781
+2,360
+12% +$29.7K 0.1% 129
2022
Q1 		$277K Sell
20,421
-18,849
-48% -$262K 0.09% 129
2021
Q4 		$589K Buy
39,270
+28,930
+280% +$431K 0.18% 92
2021
Q3 		$155K Buy
+10,340
New +$157K 0.05% 128

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
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return