Lowe Brockenbrough & Co’s Invesco Preferred ETF PGX Stock Holding History

Lowe Brockenbrough & Co’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
2026 Q1	$15.2K	Hold	1,400	–	–	﹤0.01%	317
2025 Q4	$15.7K	Hold	1,400	–	–	﹤0.01%	318
2025 Q3	$16.2K	Hold	1,400	–	–	﹤0.01%	318
2025 Q2	$15.6K	Buy	+1,400	New	+$15.4K	﹤0.01%	302
2021 Q1	–	Sell	-13,900	Closed	-$212K	–	222
2020 Q4	$212K	Hold	13,900	–	–	0.02%	205
2020 Q3	$205K	Hold	13,900	–	–	0.03%	201
2020 Q2	$196K	Hold	13,900	–	–	0.03%	203
2020 Q1	$183K	Buy	13,900 +400	+3%	+$5.75K	0.03%	194
2019 Q4	$203K	Buy	13,500 +3,500	+35%	+$52.2K	0.03%	213
2019 Q3	$150K	Hold	10,000	–	–	0.02%	214
2019 Q2	$146K	Buy	+10,000	New	+$146K	0.02%	208

Other funds holding PGX

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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