Ken Fisher’s Invesco Preferred ETF PGX Stock Holding History

Ken Fisher’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	-12,527	Closed	-$141K	–	1055
2025 Q1	$141K	Buy	+12,527	New	+$145K	﹤0.01%	984
2024 Q3	–	Sell	-10,517	Closed	-$121K	–	992
2024 Q2	$121K	Buy	+10,517	New	+$122K	﹤0.01%	964
2024 Q1	–	Sell	-16,630	Closed	-$191K	–	1034
2023 Q4	$191K	Buy	+16,630	New	+$182K	﹤0.01%	960

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 $69.6M AUM 1.92% 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

Ken Fisher's PGX Position: Q2 2025 in Review

Ken Fisher sold out of Invesco Preferred ETF (PGX) in Q2 2025, closing a stake of 12,527 shares — an estimated $141K sold.

Ken Fisher first reported a position in PGX in Q4 2023 and held it in 3 quarters. The position peaked at $191K in Q4 2023. 427 funds tracked by Wall St. Rank hold PGX as of Q2 2025.

Ken Fisher reported no remaining Invesco Preferred ETF position as of Q2 2025 after selling out during the quarter.
Ken Fisher sold 12,527 Invesco Preferred ETF shares in Q2 2025, an estimated $141K.
Ken Fisher first reported a position in Invesco Preferred ETF in Q4 2023 and held it in 3 quarters.
Ken Fisher's Invesco Preferred ETF position peaked at $191K in Q4 2023.
427 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2025.

Based on Fisher Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.