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Integrated Advisors Network’s Invesco Preferred ETF PGX Stock Holding History

Integrated Advisors Network’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
-23,811
Closed -$267K – 787
2025
Q1 		$267K Buy
+23,811
New +$276K 0.01% 612
2024
Q4 		– Sell
-193,965
Closed -$2.4M – 745
2024
Q3 		$2.4M Sell
193,965
-2,492
-1% -$29.7K 0.11% 195
2024
Q2 		$2.27M Sell
196,457
-7,545
-4% -$87.2K 0.12% 189
2024
Q1 		$2.42M Sell
204,002
-4,348
-2% -$51.2K 0.12% 193
2023
Q4 		$2.39M Sell
208,350
-5,682
-3% -$62K 0.14% 183
2023
Q3 		$2.34M Sell
214,032
-9,810
-4% -$110K 0.14% 177
2023
Q2 		$2.55M Buy
+223,842
New +$2.54M 0.15% 172

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return