Main Street Financial Solutions’s Invesco Preferred ETF PGX Stock Holding History

Main Street Financial Solutions’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 Q4	$120K	Buy	10,632 +73	+0.7%	+$832	0.01%	536
2025 Q3	$122K	Buy	+10,559	New	+$121K	0.01%	582

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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

SAMC

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Main Street Financial Solutions's PGX Position: Q4 2025 in Review

Main Street Financial Solutions increased its Invesco Preferred ETF (PGX) stake by 0.69% in Q4 2025, buying an estimated $832 and bringing the position to 10,632 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #536.

Main Street Financial Solutions first reported a position in PGX in Q3 2025 and has held it in 2 quarters since. The position peaked at $122K in Q3 2025. 423 funds tracked by Wall St. Rank hold PGX as of Q4 2025.

Main Street Financial Solutions held 10,632 shares of Invesco Preferred ETF worth $120K as of Q4 2025.
Main Street Financial Solutions bought 73 Invesco Preferred ETF shares in Q4 2025, an estimated $832.
Invesco Preferred ETF made up 0.01% of Main Street Financial Solutions's portfolio in Q4 2025, its #536 holding.
Main Street Financial Solutions first reported a position in Invesco Preferred ETF in Q3 2025 and has held it in 2 quarters since.
Main Street Financial Solutions's Invesco Preferred ETF position peaked at $122K in Q3 2025.
423 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.