Prime Capital Investment Advisors’s Invesco Preferred ETF PGX Stock Holding History

Prime Capital 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	-10,809	Closed	-$121K	–	1075
2025 Q1	$121K	Buy	+10,809	New	+$125K	﹤0.01%	1001
2024 Q2	–	Sell	-10,743	Closed	-$128K	–	1007
2024 Q1	$128K	Buy	10,743 +465	+5%	+$5.48K	﹤0.01%	953
2023 Q4	$118K	Buy	+10,278	New	+$112K	﹤0.01%	910
2023 Q1	–	Sell	-10,936	Closed	-$122K	–	628
2022 Q4	$122K	Buy	+10,936	New	+$126K	﹤0.01%	508
2021 Q1	–	Sell	-338	Closed	-$5K	–	493
2020 Q4	$5K	Buy	+338	New	+$5.07K	﹤0.01%	420

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Prime Capital Investment Advisors's PGX Position: Q2 2025 in Review

Prime Capital Investment Advisors sold out of Invesco Preferred ETF (PGX) in Q2 2025, closing a stake of 10,809 shares — an estimated $121K sold.

Prime Capital Investment Advisors first reported a position in PGX in Q4 2020 and held it in 5 quarters. The position peaked at $128K in Q1 2024. 427 funds tracked by Wall St. Rank hold PGX as of Q2 2025.

Prime Capital Investment Advisors reported no remaining Invesco Preferred ETF position as of Q2 2025 after selling out during the quarter.
Prime Capital Investment Advisors sold 10,809 Invesco Preferred ETF shares in Q2 2025, an estimated $121K.
Prime Capital Investment Advisors first reported a position in Invesco Preferred ETF in Q4 2020 and held it in 5 quarters.
Prime Capital Investment Advisors's Invesco Preferred ETF position peaked at $128K in Q1 2024.
427 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2025.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.