Gries Financial’s Invesco Preferred ETF PGX Stock Holding History

Gries Financial’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	$186K	Buy	15,993 +170	+1%	+$1.95K	0.03%	317
2025 Q2	$176K	Sell	15,823 -26,091	-62%	-$287K	0.03%	290
2025 Q1	$470K	Sell	41,914 -36,747	-47%	-$425K	0.09%	170
2024 Q4	$907K	Sell	78,661 -888	-1%	-$10.7K	0.16%	127
2024 Q3	$982K	Buy	79,549 +23,350	+42%	+$279K	0.18%	125
2024 Q2	$649K	Sell	56,199 -39,696	-41%	-$459K	0.13%	132
2024 Q1	$1.14M	Buy	+95,895	New	+$1.13M	0.19%	117

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $69.6M AUM 1.92% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Gries Financial's PGX Position: Q3 2025 in Review

Gries Financial increased its Invesco Preferred ETF (PGX) stake by 1.1% in Q3 2025, buying an estimated $1.95K and bringing the position to 15,993 shares worth $186K. The position accounts for 0.03% of the portfolio, ranked #317.

Gries Financial first reported a position in PGX in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.14M in Q1 2024. 402 funds tracked by Wall St. Rank hold PGX as of Q3 2025.

Gries Financial held 15,993 shares of Invesco Preferred ETF worth $186K as of Q3 2025.
Gries Financial bought 170 Invesco Preferred ETF shares in Q3 2025, an estimated $1.95K.
Invesco Preferred ETF made up 0.03% of Gries Financial's portfolio in Q3 2025, its #317 holding.
Gries Financial first reported a position in Invesco Preferred ETF in Q1 2024 and has held it in 7 quarters since.
Gries Financial's Invesco Preferred ETF position peaked at $1.14M in Q1 2024.
402 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.