FIM
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FWL Investment Management’s Invesco Preferred ETF PGX Stock Holding History

FWL Investment Management’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
Q2 		– Sell
-16,000
Closed -$180K – 345
2025
Q1 		$180K Buy
16,000
+6,000
+60% +$69.4K 0.07% 82
2024
Q4 		$115K Buy
+10,000
New +$120K 0.04% 106

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

FWL Investment Management's PGX Position: Q2 2025 in Review

FWL Investment Management sold out of Invesco Preferred ETF (PGX) in Q2 2025, closing a stake of 16,000 shares — an estimated $180K sold.

FWL Investment Management first reported a position in PGX in Q4 2024 and held it in 2 quarters. The position peaked at $180K in Q1 2025. 427 funds tracked by Wall St. Rank hold PGX as of Q2 2025.

  • FWL Investment Management reported no remaining Invesco Preferred ETF position as of Q2 2025 after selling out during the quarter.
  • FWL Investment Management sold 16,000 Invesco Preferred ETF shares in Q2 2025, an estimated $180K.
  • FWL Investment Management first reported a position in Invesco Preferred ETF in Q4 2024 and held it in 2 quarters.
  • FWL Investment Management's Invesco Preferred ETF position peaked at $180K in Q1 2025.
  • 427 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2025.

Based on FWL Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.