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Pinnacle Financial Partners (Tennessee)’s Invesco Preferred ETF PGX Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
-15,000
Closed -$168K – 545
2025
Q1 		$168K Hold
15,000
– – ﹤0.01% 446
2024
Q4 		$173K Hold
15,000
– – ﹤0.01% 445
2024
Q3 		$185K Buy
+15,000
New +$179K ﹤0.01% 437

Other funds holding PGX

Bank of America
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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

Pinnacle Financial Partners (Tennessee)'s PGX Position: Q2 2025 in Review

Pinnacle Financial Partners (Tennessee) sold out of Invesco Preferred ETF (PGX) in Q2 2025, closing a stake of 15,000 shares — an estimated $168K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in PGX in Q3 2024 and held it in 3 quarters. The position peaked at $185K in Q3 2024. 427 funds tracked by Wall St. Rank hold PGX as of Q2 2025.

  • Pinnacle Financial Partners (Tennessee) reported no remaining Invesco Preferred ETF position as of Q2 2025 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 15,000 Invesco Preferred ETF shares in Q2 2025, an estimated $168K.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Invesco Preferred ETF in Q3 2024 and held it in 3 quarters.
  • Pinnacle Financial Partners (Tennessee)'s Invesco Preferred ETF position peaked at $185K in Q3 2024.
  • 427 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q2 2025, filed 28 Oct 2025.