Plante Moran Financial Advisors’s Invesco Preferred ETF PGX Stock Holding History

Plante Moran Financial 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 Q1	–	Sell	-395	Closed	-$4.55K	–	923
2024 Q4	$4.55K	Buy	+395	New	+$4.75K	﹤0.01%	700
2023 Q4	–	Sell	-14	Closed	-$153	–	869
2023 Q3	$153	Buy	+14	New	+$157	﹤0.01%	733
2023 Q1	–	Sell	-48	Closed	-$537	–	870
2022 Q4	$537	Buy	+48	New	+$555	﹤0.01%	790
2021 Q1	–	Sell	-292	Closed	-$4K	–	1090
2020 Q4	$4K	Buy	+292	New	+$4.38K	﹤0.01%	723
2019 Q3	–	Sell	-405	Closed	-$6K	–	896
2019 Q2	$6K	Sell	405 -456	-53%	-$6.65K	﹤0.01%	629
2019 Q1	$12K	Buy	+861	New	+$12.2K	﹤0.01%	532
2018 Q2	–	Sell	-55	Closed	-$1K	–	931
2018 Q1	$1K	Buy	+55	New	+$802	﹤0.01%	911
2016 Q4	–	Sell	-11,194	Closed	-$169K	–	1023
2016 Q3	$169K	Buy	+11,194	New	+$171K	0.11%	134
2016 Q1	–	Sell	-122	Closed	-$2K	–	991
2015 Q4	$2K	Buy	+122	New	+$1.8K	﹤0.01%	869

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SAMC

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

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

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

Plante Moran Financial Advisors's PGX Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of Invesco Preferred ETF (PGX) in Q1 2025, closing a stake of 395 shares — an estimated $4.55K sold.

Plante Moran Financial Advisors first reported a position in PGX in Q4 2015 and held it in 9 quarters. The position peaked at $169K in Q3 2016. 452 funds tracked by Wall St. Rank hold PGX as of Q1 2025.

Plante Moran Financial Advisors reported no remaining Invesco Preferred ETF position as of Q1 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 395 Invesco Preferred ETF shares in Q1 2025, an estimated $4.55K.
Plante Moran Financial Advisors first reported a position in Invesco Preferred ETF in Q4 2015 and held it in 9 quarters.
Plante Moran Financial Advisors's Invesco Preferred ETF position peaked at $169K in Q3 2016.
452 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.