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Heritage Wealth Advisors’s Invesco Preferred ETF PGX Stock Holding History

Heritage Wealth 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
Q1 		– Sell
-2,467
Closed -$28.4K – 631
2024
Q4 		$28.4K Hold
2,467
– – ﹤0.01% 362
2024
Q3 		$30.5K Buy
+2,467
New +$29.4K ﹤0.01% 367

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Heritage Wealth Advisors's PGX Position: Q1 2025 in Review

Heritage Wealth Advisors sold out of Invesco Preferred ETF (PGX) in Q1 2025, closing a stake of 2,467 shares — an estimated $28.4K sold.

Heritage Wealth Advisors first reported a position in PGX in Q3 2024 and held it in 2 quarters. The position peaked at $30.5K in Q3 2024. 450 funds tracked by Wall St. Rank hold PGX as of Q1 2025.

  • Heritage Wealth Advisors reported no remaining Invesco Preferred ETF position as of Q1 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 2,467 Invesco Preferred ETF shares in Q1 2025, an estimated $28.4K.
  • Heritage Wealth Advisors first reported a position in Invesco Preferred ETF in Q3 2024 and held it in 2 quarters.
  • Heritage Wealth Advisors's Invesco Preferred ETF position peaked at $30.5K in Q3 2024.
  • 450 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2025.

Based on Heritage Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.