Fortitude Family Office’s Invesco Preferred ETF PGX Stock Holding History

Fortitude Family Office’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 Q1	–	Sell	-1,250	Closed	-$14.4K	–	1254
2024 Q4	$14.4K	Hold	1,250	–	–	0.01%	533
2024 Q3	$15.4K	Buy	+1,250	New	+$14.9K	0.01%	476
2024 Q1	–	Sell	-2,760	Closed	-$31.7K	–	1053
2023 Q4	$31.7K	Buy	+2,760	New	+$30.1K	0.02%	227

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Fortitude Family Office's PGX Position: Q1 2025 in Review

Fortitude Family Office sold out of Invesco Preferred ETF (PGX) in Q1 2025, closing a stake of 1,250 shares — an estimated $14.4K sold.

Fortitude Family Office first reported a position in PGX in Q4 2023 and held it in 3 quarters. The position peaked at $31.7K in Q4 2023. 450 funds tracked by Wall St. Rank hold PGX as of Q1 2025.

Fortitude Family Office reported no remaining Invesco Preferred ETF position as of Q1 2025 after selling out during the quarter.
Fortitude Family Office sold 1,250 Invesco Preferred ETF shares in Q1 2025, an estimated $14.4K.
Fortitude Family Office first reported a position in Invesco Preferred ETF in Q4 2023 and held it in 3 quarters.
Fortitude Family Office's Invesco Preferred ETF position peaked at $31.7K in Q4 2023.
450 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2025.

Based on Fortitude Family Office's 13F filing for Q1 2025, filed 16 Apr 2025.