Howard Wealth Management’s Invesco Preferred ETF PGX Stock Holding History

Howard Wealth Management’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	-17,187	Closed	-$198K	–	119
2024 Q4	$198K	Sell	17,187 -22,590	-57%	-$272K	0.11%	116
2024 Q3	$491K	Sell	39,777 -50,491	-56%	-$603K	0.29%	73
2024 Q2	$1.04M	Sell	90,268 -67,298	-43%	-$778K	0.82%	29
2024 Q1	$1.87M	Sell	157,566 -7,751	-5%	-$91.3K	1.52%	14
2023 Q4	$1.9M	Sell	165,317 -24,751	-13%	-$270K	1.58%	15
2023 Q3	$2.08M	Sell	190,068 -6,800	-3%	-$76K	1.92%	13
2023 Q2	$2.24M	Sell	196,868 -32,396	-14%	-$368K	1.94%	12
2023 Q1	$2.63M	Sell	229,264 -14,368	-6%	-$172K	2.19%	10
2022 Q4	$2.72M	Sell	243,632 -13,434	-5%	-$155K	2.23%	9
2022 Q3	$3.05M	Buy	+257,066	New	+$3.24M	2.16%	11
2022 Q2	–	Sell	-264,734	Closed	-$3.59M	–	110
2022 Q1	$3.59M	Buy	264,734 +3,540	+1%	+$49.3K	1.96%	13
2021 Q4	$3.92M	Sell	261,194 -238	-0.1%	-$3.55K	2.07%	11
2021 Q3	$3.93M	Buy	261,432 +863	+0.3%	+$13.1K	2.2%	10
2021 Q2	$3.99M	Buy	260,569 +1,855	+0.7%	+$28.1K	2.2%	10
2021 Q1	$3.88M	Buy	258,714 +1,305	+0.5%	+$19.4K	2.27%	10
2020 Q4	$3.93M	Buy	257,409 +13,450	+6%	+$202K	2.45%	10
2020 Q3	$3.59M	Buy	243,959 +10,885	+5%	+$160K	2.56%	10
2020 Q2	$3.29M	Buy	233,074 +1,381	+0.6%	+$19.4K	2.69%	10
2020 Q1	$3.05M	Buy	231,693 +4,545	+2%	+$65.4K	3.2%	9
2019 Q4	$3.41M	Buy	+227,148	New	+$3.39M	2.85%	7

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

Howard Wealth Management's PGX Position: Q1 2025 in Review

Howard Wealth Management sold out of Invesco Preferred ETF (PGX) in Q1 2025, closing a stake of 17,187 shares — an estimated $198K sold.

Howard Wealth Management first reported a position in PGX in Q4 2019 and held it in 20 quarters. The position peaked at $3.99M in Q2 2021. 450 funds tracked by Wall St. Rank hold PGX as of Q1 2025.

Howard Wealth Management reported no remaining Invesco Preferred ETF position as of Q1 2025 after selling out during the quarter.
Howard Wealth Management sold 17,187 Invesco Preferred ETF shares in Q1 2025, an estimated $198K.
Howard Wealth Management first reported a position in Invesco Preferred ETF in Q4 2019 and held it in 20 quarters.
Howard Wealth Management's Invesco Preferred ETF position peaked at $3.99M in Q2 2021.
450 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2025.

Based on Howard Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.