Matthew Goff Investment Advisor’s Invesco Preferred ETF PGX Stock Holding History

Matthew Goff Investment Advisor’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	–	Sell	-11,764	Closed	-$136K	–	101
2025 Q3	$136K	Sell	11,764 -1,696	-13%	-$19.4K	0.02%	96
2025 Q2	$150K	Hold	13,460	–	–	0.03%	96
2025 Q1	$151K	Hold	13,460	–	–	0.03%	104
2024 Q4	$155K	Hold	13,460	–	–	0.03%	102
2024 Q3	$166K	Hold	13,460	–	–	0.03%	101
2024 Q2	$155K	Hold	13,460	–	–	0.03%	97
2024 Q1	$160K	Hold	13,460	–	–	0.03%	95
2023 Q4	$154K	Hold	13,460	–	–	0.03%	91
2023 Q3	$147K	Buy	+13,460	New	+$151K	0.04%	90
2023 Q2	–	Sell	-13,460	Closed	-$155K	–	93
2023 Q1	$155K	Sell	13,460 -1,584	-11%	-$19K	0.04%	90
2022 Q4	$168K	Hold	15,044	–	–	0.04%	86
2022 Q3	$179K	Sell	15,044 -218	-1%	-$2.74K	0.05%	78
2022 Q2	$188K	Hold	15,262	–	–	0.05%	78
2022 Q1	$207K	Hold	15,262	–	–	0.05%	81
2021 Q4	$229K	Hold	15,262	–	–	0.05%	76
2021 Q3	$229K	Hold	15,262	–	–	0.06%	85
2021 Q2	$234K	Hold	15,262	–	–	0.06%	84
2021 Q1	$229K	Hold	15,262	–	–	0.06%	84
2020 Q4	$233K	Hold	15,262	–	–	0.07%	79
2020 Q3	$225K	Hold	15,262	–	–	0.07%	72
2020 Q2	$215K	Hold	15,262	–	–	0.07%	73
2020 Q1	$201K	Sell	15,262 -767	-5%	-$11K	0.08%	55
2019 Q4	$241K	Hold	16,029	–	–	0.09%	53
2019 Q3	$241K	Hold	16,029	–	–	0.1%	55
2019 Q2	$235K	Buy	+16,029	New	+$234K	0.1%	53

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $69.6M AUM 1.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Matthew Goff Investment Advisor's PGX Position: Q4 2025 in Review

Matthew Goff Investment Advisor sold out of Invesco Preferred ETF (PGX) in Q4 2025, closing a stake of 11,764 shares — an estimated $136K sold.

Matthew Goff Investment Advisor first reported a position in PGX in Q2 2019 and held it in 25 quarters. The position peaked at $241K in Q4 2019. 423 funds tracked by Wall St. Rank hold PGX as of Q4 2025.

Matthew Goff Investment Advisor reported no remaining Invesco Preferred ETF position as of Q4 2025 after selling out during the quarter.
Matthew Goff Investment Advisor sold 11,764 Invesco Preferred ETF shares in Q4 2025, an estimated $136K.
Matthew Goff Investment Advisor first reported a position in Invesco Preferred ETF in Q2 2019 and held it in 25 quarters.
Matthew Goff Investment Advisor's Invesco Preferred ETF position peaked at $241K in Q4 2019.
423 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2025.

Based on Matthew Goff Investment Advisor's 13F filing for Q4 2025, filed 14 Jan 2026.