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

Kingswood 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 Q3	–	Sell	-12,675	Closed	-$141K	–	833
2025 Q2	$141K	Sell	12,675 -1,360	-10%	-$15K	0.01%	722
2025 Q1	$158K	Sell	14,035 -14,200	-50%	-$164K	0.01%	691
2024 Q4	$326K	Buy	28,235 +6,535	+30%	+$78.6K	0.02%	580
2024 Q3	$270K	Sell	21,700 -4,799	-18%	-$57.3K	0.02%	603
2024 Q2	$306K	Buy	+26,499	New	+$306K	0.03%	512
2024 Q1	–	Sell	-22,204	Closed	-$255K	–	681
2023 Q4	$255K	Buy	22,204 +12,204	+122%	+$133K	0.03%	519
2023 Q3	$105K	Sell	10,000 -11,700	-54%	-$131K	0.02%	398
2023 Q2	$247K	Buy	+21,700	New	+$246K	0.08%	221

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kingswood Wealth Advisors's PGX Position: Q3 2025 in Review

Kingswood Wealth Advisors sold out of Invesco Preferred ETF (PGX) in Q3 2025, closing a stake of 12,675 shares — an estimated $141K sold.

Kingswood Wealth Advisors first reported a position in PGX in Q2 2023 and held it in 8 quarters. The position peaked at $326K in Q4 2024. 401 funds tracked by Wall St. Rank hold PGX as of Q3 2025.

Kingswood Wealth Advisors reported no remaining Invesco Preferred ETF position as of Q3 2025 after selling out during the quarter.
Kingswood Wealth Advisors sold 12,675 Invesco Preferred ETF shares in Q3 2025, an estimated $141K.
Kingswood Wealth Advisors first reported a position in Invesco Preferred ETF in Q2 2023 and held it in 8 quarters.
Kingswood Wealth Advisors's Invesco Preferred ETF position peaked at $326K in Q4 2024.
401 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.