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MPWM Advisory Solutions’s Invesco Preferred ETF PGX Stock Holding History

MPWM Advisory 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
Q2 		– Sell
-1,273
Closed -$14.3K – 698
2025
Q1 		$14.3K Hold
1,273
– – 0.01% 276
2024
Q4 		$14.7K Buy
+1,273
New +$15.3K 0.01% 282

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

MPWM Advisory Solutions's PGX Position: Q2 2025 in Review

MPWM Advisory Solutions sold out of Invesco Preferred ETF (PGX) in Q2 2025, closing a stake of 1,273 shares — an estimated $14.3K sold.

MPWM Advisory Solutions first reported a position in PGX in Q4 2024 and held it in 2 quarters. The position peaked at $14.7K in Q4 2024. 427 funds tracked by Wall St. Rank hold PGX as of Q2 2025.

  • MPWM Advisory Solutions reported no remaining Invesco Preferred ETF position as of Q2 2025 after selling out during the quarter.
  • MPWM Advisory Solutions sold 1,273 Invesco Preferred ETF shares in Q2 2025, an estimated $14.3K.
  • MPWM Advisory Solutions first reported a position in Invesco Preferred ETF in Q4 2024 and held it in 2 quarters.
  • MPWM Advisory Solutions's Invesco Preferred ETF position peaked at $14.7K in Q4 2024.
  • 427 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2025.

Based on MPWM Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.