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Perennial Investment Advisors’s Invesco Preferred ETF PGX Stock Holding History

Perennial Investment Advisors’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
-31,109
Closed -$349K – 494
2025
Q1 		$349K Sell
31,109
-5,245
-14% -$60.7K 0.04% 291
2024
Q4 		$419K Buy
36,354
+2,710
+8% +$32.6K 0.05% 245
2024
Q3 		$416K Sell
33,644
-2,658
-7% -$31.7K 0.05% 237
2024
Q2 		$419K Buy
36,302
+24,983
+221% +$289K 0.06% 222
2024
Q1 		$134K Sell
11,319
-3,416
-23% -$40.3K 0.02% 341
2023
Q4 		$169K Sell
14,735
-40,326
-73% -$440K 0.03% 318
2023
Q3 		$603K Sell
55,061
-1,103
-2% -$12.3K 0.11% 154
2023
Q2 		$639K Buy
56,164
+12,306
+28% +$140K 0.11% 155
2023
Q1 		$503K Buy
43,858
+21,246
+94% +$255K 0.09% 171
2022
Q4 		$253K Buy
22,612
+751
+3% +$8.69K 0.1% 170
2022
Q3 		$260K Buy
+21,861
New +$275K 0.12% 152

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

Perennial Investment Advisors's PGX Position: Q2 2025 in Review

Perennial Investment Advisors sold out of Invesco Preferred ETF (PGX) in Q2 2025, closing a stake of 31,109 shares — an estimated $349K sold.

Perennial Investment Advisors first reported a position in PGX in Q3 2022 and held it in 11 quarters. The position peaked at $639K in Q2 2023. 427 funds tracked by Wall St. Rank hold PGX as of Q2 2025.

  • Perennial Investment Advisors reported no remaining Invesco Preferred ETF position as of Q2 2025 after selling out during the quarter.
  • Perennial Investment Advisors sold 31,109 Invesco Preferred ETF shares in Q2 2025, an estimated $349K.
  • Perennial Investment Advisors first reported a position in Invesco Preferred ETF in Q3 2022 and held it in 11 quarters.
  • Perennial Investment Advisors's Invesco Preferred ETF position peaked at $639K in Q2 2023.
  • 427 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2025.

Based on Perennial Investment Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.