Paul Tudor Jones’s Invesco Preferred ETF PGX Stock Holding History

Paul Tudor Jones’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	-88,941	Closed	-$990K	–	3750
2025 Q2	$990K	Buy	88,941 +53,821	+153%	+$593K	﹤0.01%	2132
2025 Q1	$394K	Sell	35,120 -60,176	-63%	-$696K	﹤0.01%	2427
2024 Q4	$1.1M	Buy	+95,296	New	+$1.15M	﹤0.01%	1667

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

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

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

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

SAMC

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

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

Paul Tudor Jones's PGX Position: Q3 2025 in Review

Paul Tudor Jones sold out of Invesco Preferred ETF (PGX) in Q3 2025, closing a stake of 88,941 shares — an estimated $990K sold.

Paul Tudor Jones first reported a position in PGX in Q4 2024 and held it in 3 quarters. The position peaked at $1.1M in Q4 2024. 402 funds tracked by Wall St. Rank hold PGX as of Q3 2025.

Paul Tudor Jones reported no remaining Invesco Preferred ETF position as of Q3 2025 after selling out during the quarter.
Paul Tudor Jones sold 88,941 Invesco Preferred ETF shares in Q3 2025, an estimated $990K.
Paul Tudor Jones first reported a position in Invesco Preferred ETF in Q4 2024 and held it in 3 quarters.
Paul Tudor Jones's Invesco Preferred ETF position peaked at $1.1M in Q4 2024.
402 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2025.

Based on Tudor Investment Corp's 13F filing for Q3 2025, filed 14 Nov 2025.