Hilltop Partners’s Invesco Preferred ETF PGX Stock Holding History

Hilltop Partners’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	–	Sell	-11,250	Closed	-$126K	–	121
2025 Q1	$126K	Sell	11,250 -588	-5%	-$6.8K	0.04%	102
2024 Q4	$136K	Sell	11,838 -242	-2%	-$2.91K	0.05%	103
2024 Q3	$149K	Sell	12,080 -2,391	-17%	-$28.5K	0.05%	109
2024 Q2	$167K	Sell	14,471 -3,767	-21%	-$43.5K	0.06%	97
2024 Q1	$217K	Sell	18,238 -2,770	-13%	-$32.6K	0.08%	96
2023 Q4	$241K	Sell	21,008 -1,995	-9%	-$21.8K	0.09%	88
2023 Q3	$252K	Sell	23,003 -3,330	-13%	-$37.2K	0.11%	84
2023 Q2	$299K	Sell	26,333 -11,004	-29%	-$125K	0.12%	73
2023 Q1	$429K	Sell	37,337 -1,039	-3%	-$12.5K	0.19%	45
2022 Q4	$429K	Buy	+38,376	New	+$444K	0.23%	34

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Hilltop Partners's PGX Position: Q2 2025 in Review

Hilltop Partners sold out of Invesco Preferred ETF (PGX) in Q2 2025, closing a stake of 11,250 shares — an estimated $126K sold.

Hilltop Partners first reported a position in PGX in Q4 2022 and held it in 10 quarters. The position peaked at $429K in Q4 2022. 427 funds tracked by Wall St. Rank hold PGX as of Q2 2025.

Hilltop Partners reported no remaining Invesco Preferred ETF position as of Q2 2025 after selling out during the quarter.
Hilltop Partners sold 11,250 Invesco Preferred ETF shares in Q2 2025, an estimated $126K.
Hilltop Partners first reported a position in Invesco Preferred ETF in Q4 2022 and held it in 10 quarters.
Hilltop Partners's Invesco Preferred ETF position peaked at $429K in Q4 2022.
427 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2025.

Based on Hilltop Partners's 13F filing for Q2 2025, filed 25 Aug 2025.