Leading Edge Financial Planning’s Invesco Preferred ETF PGX Stock Holding History

Leading Edge Financial Planning’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	-13,827	Closed	-$154K	–	64
2025 Q2	$154K	Buy	+13,827	New	+$152K	0.04%	58
2024 Q2	–	Sell	-10,669	Closed	-$127K	–	55
2024 Q1	$127K	Sell	10,669 -21,303	-67%	-$251K	0.06%	53
2023 Q4	$367K	Buy	31,972 +6,967	+28%	+$76K	0.19%	36
2023 Q3	$274K	Sell	25,005 -4,739	-16%	-$53K	0.18%	56
2023 Q2	$338K	Buy	29,744 +5,275	+22%	+$59.9K	0.22%	41
2023 Q1	$281K	Buy	24,469 +133	+0.5%	+$1.6K	0.2%	53
2022 Q4	$272K	Buy	+24,336	New	+$281K	0.24%	56

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

Leading Edge Financial Planning's PGX Position: Q3 2025 in Review

Leading Edge Financial Planning sold out of Invesco Preferred ETF (PGX) in Q3 2025, closing a stake of 13,827 shares — an estimated $154K sold.

Leading Edge Financial Planning first reported a position in PGX in Q4 2022 and held it in 7 quarters. The position peaked at $367K in Q4 2023. 401 funds tracked by Wall St. Rank hold PGX as of Q3 2025.

Leading Edge Financial Planning reported no remaining Invesco Preferred ETF position as of Q3 2025 after selling out during the quarter.
Leading Edge Financial Planning sold 13,827 Invesco Preferred ETF shares in Q3 2025, an estimated $154K.
Leading Edge Financial Planning first reported a position in Invesco Preferred ETF in Q4 2022 and held it in 7 quarters.
Leading Edge Financial Planning's Invesco Preferred ETF position peaked at $367K in Q4 2023.
401 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2025.

Based on Leading Edge Financial Planning's 13F filing for Q3 2025, filed 12 Nov 2025.