MidWestOne Financial Group’s Invesco Preferred ETF PGX Stock Holding History

MidWestOne Financial Group’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	-21,400	Closed	-$248K	–	319
2025 Q3	$248K	Hold	21,400	–	–	0.03%	273
2025 Q2	$238K	Buy	+21,400	New	+$236K	0.03%	270
2024 Q3	–	Sell	-25,000	Closed	-$289K	–	298
2024 Q2	$289K	Hold	25,000	–	–	0.05%	251
2024 Q1	$297K	Hold	25,000	–	–	0.05%	247
2023 Q4	$287K	Buy	+25,000	New	+$273K	0.05%	245

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

MidWestOne Financial Group's PGX Position: Q4 2025 in Review

MidWestOne Financial Group sold out of Invesco Preferred ETF (PGX) in Q4 2025, closing a stake of 21,400 shares — an estimated $248K sold.

MidWestOne Financial Group first reported a position in PGX in Q4 2023 and held it in 5 quarters. The position peaked at $297K in Q1 2024. 423 funds tracked by Wall St. Rank hold PGX as of Q4 2025.

MidWestOne Financial Group reported no remaining Invesco Preferred ETF position as of Q4 2025 after selling out during the quarter.
MidWestOne Financial Group sold 21,400 Invesco Preferred ETF shares in Q4 2025, an estimated $248K.
MidWestOne Financial Group first reported a position in Invesco Preferred ETF in Q4 2023 and held it in 5 quarters.
MidWestOne Financial Group's Invesco Preferred ETF position peaked at $297K in Q1 2024.
423 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.