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Patriot Financial Group Insurance Agency’s Invesco Preferred ETF PGX Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-14,823
Closed -$165K – 561
2025
Q2 		$165K Sell
14,823
-2,386
-14% -$26.3K 0.02% 507
2025
Q1 		$193K Buy
17,209
+668
+4% +$7.73K 0.03% 461
2024
Q4 		$191K Buy
16,541
+494
+3% +$5.94K 0.03% 449
2024
Q3 		$198K Buy
16,047
+2,094
+15% +$25K 0.03% 470
2024
Q2 		$161K Buy
13,953
+96
+0.7% +$1.11K 0.02% 454
2024
Q1 		$165K Buy
+13,857
New +$163K 0.03% 453
2022
Q3 		– Sell
-1,773
Closed -$22K – 1514
2022
Q2 		$22K Sell
1,773
-1,550
-47% -$19.5K ﹤0.01% 975
2022
Q1 		$45K Sell
3,323
-7,320
-69% -$102K 0.01% 811
2021
Q4 		$160K Hold
10,643
– – 0.03% 515
2021
Q3 		$160K Sell
10,643
-2,351
-18% -$35.7K 0.03% 503
2021
Q2 		$199K Sell
12,994
-1,150
-8% -$17.4K 0.04% 436
2021
Q1 		$212K Buy
14,144
+2,050
+17% +$30.5K 0.05% 372
2020
Q4 		$185K Buy
12,094
+2,164
+22% +$32.5K 0.05% 364
2020
Q3 		$146K Buy
9,930
+1,405
+16% +$20.6K 0.05% 325
2020
Q2 		$120K Hold
8,525
– – 0.05% 316
2020
Q1 		$112K Sell
8,525
-2,700
-24% -$38.8K 0.05% 304
2019
Q4 		$168K Hold
11,225
– – 0.06% 248
2019
Q3 		$169K Buy
11,225
+1,240
+12% +$18.5K 0.08% 233
2019
Q2 		$147K Buy
9,985
+9,435
+1,715% +$138K 0.06% 237
2019
Q1 		$8K Sell
550
-1,480
-73% -$21.1K ﹤0.01% 753
2018
Q4 		$27K Hold
2,030
– – 0.02% 424
2018
Q3 		$29K Buy
+2,030
New +$29.5K 0.02% 403
2018
Q2 		– Sell
-2,017
Closed -$29K – 833
2018
Q1 		$29K Buy
2,017
+571
+39% +$8.32K 0.02% 402
2017
Q4 		$21K Buy
1,446
+20
+1% +$300 0.02% 445
2017
Q3 		$21K Buy
1,426
+19
+1% +$287 0.02% 400
2017
Q2 		$21K Buy
+1,407
New +$21.1K 0.02% 376

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 $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $69.6M AUM 1.92% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PGX Position: Q3 2025 in Review

Patriot Financial Group Insurance Agency sold out of Invesco Preferred ETF (PGX) in Q3 2025, closing a stake of 14,823 shares — an estimated $165K sold.

Patriot Financial Group Insurance Agency first reported a position in PGX in Q2 2017 and held it in 26 quarters. The position peaked at $212K in Q1 2021. 402 funds tracked by Wall St. Rank hold PGX as of Q3 2025.

  • Patriot Financial Group Insurance Agency reported no remaining Invesco Preferred ETF position as of Q3 2025 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 14,823 Invesco Preferred ETF shares in Q3 2025, an estimated $165K.
  • Patriot Financial Group Insurance Agency first reported a position in Invesco Preferred ETF in Q2 2017 and held it in 26 quarters.
  • Patriot Financial Group Insurance Agency's Invesco Preferred ETF position peaked at $212K in Q1 2021.
  • 402 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2025, filed 8 Oct 2025.