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Good Life Advisors’s Invesco Preferred ETF PGX Stock Holding History

Good Life 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
Q2 		$352K Sell
31,647
-1,727
-5% -$19K 0.02% 365
2025
Q1 		$374K Buy
33,374
+1,431
+4% +$16.6K 0.03% 345
2024
Q4 		$368K Sell
31,943
-38,647
-55% -$465K 0.03% 347
2024
Q3 		$872K Buy
70,590
+33,680
+91% +$402K 0.05% 239
2024
Q2 		$426K Sell
36,910
-791
-2% -$9.14K 0.04% 295
2024
Q1 		$448K Buy
37,701
+3,199
+9% +$37.7K 0.04% 270
2023
Q4 		$396K Sell
34,502
-1,953
-5% -$21.3K 0.04% 278
2023
Q3 		$399K Buy
36,455
+17,639
+94% +$197K 0.05% 246
2023
Q2 		$214K Buy
18,816
+1,304
+7% +$14.8K 0.02% 366
2023
Q1 		$201K Sell
17,512
-88
-0.5% -$1.06K 0.03% 368
2022
Q4 		$197K Sell
17,600
-1,180
-6% -$13.6K 0.03% 333
2022
Q3 		$223K Buy
18,780
+4,293
+30% +$54K 0.03% 297
2022
Q2 		$179K Sell
14,487
-4,847
-25% -$60.9K 0.02% 333
2022
Q1 		$262K Buy
19,334
+25
+0.1% +$348 0.03% 316
2021
Q4 		$290K Buy
19,309
+5,150
+36% +$76.8K 0.04% 292
2021
Q3 		$213K Buy
14,159
+2,550
+22% +$38.7K 0.03% 337
2021
Q2 		$178K Sell
11,609
-790
-6% -$11.9K 0.03% 304
2021
Q1 		$184K Buy
+12,399
New +$184K 0.04% 301
2020
Q1 		– Sell
-15,204
Closed -$230K – 260
2019
Q4 		$230K Buy
15,204
+90
+0.6% +$1.34K 0.07% 224
2019
Q3 		$229K Buy
15,114
+98
+0.7% +$1.46K 0.07% 212
2019
Q2 		$220K Buy
15,016
+70
+0.5% +$1.02K 0.06% 220
2019
Q1 		$219K Buy
14,946
+732
+5% +$10.4K 0.07% 214
2018
Q4 		$191K Sell
14,214
-3,353
-19% -$46.3K 0.06% 222
2018
Q3 		$253K Buy
+17,567
New +$255K 0.07% 203

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $69.6M AUM 1.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Good Life Advisors's PGX Position: Q2 2025 in Review

Good Life Advisors reduced its Invesco Preferred ETF (PGX) stake by 5.2% in Q2 2025, selling an estimated $19K and leaving 31,647 shares worth $352K. The position accounts for 0.02% of the portfolio, ranked #365.

Good Life Advisors first reported a position in PGX in Q3 2018 and has held it in 24 quarters since. The position peaked at $872K in Q3 2024. 428 funds tracked by Wall St. Rank hold PGX as of Q2 2025.

  • Good Life Advisors held 31,647 shares of Invesco Preferred ETF worth $352K as of Q2 2025.
  • Good Life Advisors sold 1,727 Invesco Preferred ETF shares in Q2 2025, an estimated $19K.
  • Invesco Preferred ETF made up 0.02% of Good Life Advisors's portfolio in Q2 2025, its #365 holding.
  • Good Life Advisors first reported a position in Invesco Preferred ETF in Q3 2018 and has held it in 24 quarters since.
  • Good Life Advisors's Invesco Preferred ETF position peaked at $872K in Q3 2024.
  • 428 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.