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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
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