Harvest Investment Services’s Invesco Preferred ETF PGX Stock Holding History

Harvest Investment Services’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	-11,790	Closed	-$136K	–	336
2024 Q4	$136K	Buy	11,790 +9	+0.1%	+$108	0.03%	280
2024 Q3	$145K	Buy	+11,781	New	+$141K	0.05%	219
2019 Q2	–	Sell	-28,574	Closed	-$416K	–	171
2019 Q1	$416K	Buy	+28,574	New	+$406K	0.24%	85

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

Harvest Investment Services's PGX Position: Q1 2025 in Review

Harvest Investment Services sold out of Invesco Preferred ETF (PGX) in Q1 2025, closing a stake of 11,790 shares — an estimated $136K sold.

Harvest Investment Services first reported a position in PGX in Q1 2019 and held it in 3 quarters. The position peaked at $416K in Q1 2019. 450 funds tracked by Wall St. Rank hold PGX as of Q1 2025.

Harvest Investment Services reported no remaining Invesco Preferred ETF position as of Q1 2025 after selling out during the quarter.
Harvest Investment Services sold 11,790 Invesco Preferred ETF shares in Q1 2025, an estimated $136K.
Harvest Investment Services first reported a position in Invesco Preferred ETF in Q1 2019 and held it in 3 quarters.
Harvest Investment Services's Invesco Preferred ETF position peaked at $416K in Q1 2019.
450 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2025.

Based on Harvest Investment Services's 13F filing for Q1 2025, filed 15 May 2025.