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Old Point Trust & Financial Services N A’s Invesco Preferred ETF PGX Stock Holding History

Old Point Trust & Financial Services N A’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
-351
Closed -$3.94K – 349
2025
Q1 		$3.94K Hold
351
– – ﹤0.01% 321
2024
Q4 		$4.05K Buy
+351
New +$4.22K ﹤0.01% 309

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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

Old Point Trust & Financial Services N A's PGX Position: Q2 2025 in Review

Old Point Trust & Financial Services N A sold out of Invesco Preferred ETF (PGX) in Q2 2025, closing a stake of 351 shares — an estimated $3.94K sold.

Old Point Trust & Financial Services N A first reported a position in PGX in Q4 2024 and held it in 2 quarters. The position peaked at $4.05K in Q4 2024. 427 funds tracked by Wall St. Rank hold PGX as of Q2 2025.

  • Old Point Trust & Financial Services N A reported no remaining Invesco Preferred ETF position as of Q2 2025 after selling out during the quarter.
  • Old Point Trust & Financial Services N A sold 351 Invesco Preferred ETF shares in Q2 2025, an estimated $3.94K.
  • Old Point Trust & Financial Services N A first reported a position in Invesco Preferred ETF in Q4 2024 and held it in 2 quarters.
  • Old Point Trust & Financial Services N A's Invesco Preferred ETF position peaked at $4.05K in Q4 2024.
  • 427 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2025.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2025, filed 18 Jul 2025.