Quantinno Capital Management’s Invesco Preferred ETF PGX Stock Holding History

Quantinno Capital Management’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	-70,469	Closed	-$784K	–	2992
2025 Q2	$784K	Buy	70,469 +469	+0.7%	+$5.17K	﹤0.01%	1404
2025 Q1	$785K	Buy	+70,000	New	+$810K	0.01%	1227

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Quantinno Capital Management's PGX Position: Q3 2025 in Review

Quantinno Capital Management sold out of Invesco Preferred ETF (PGX) in Q3 2025, closing a stake of 70,469 shares — an estimated $784K sold.

Quantinno Capital Management first reported a position in PGX in Q1 2025 and held it in 2 quarters. The position peaked at $785K in Q1 2025. 401 funds tracked by Wall St. Rank hold PGX as of Q3 2025.

Quantinno Capital Management reported no remaining Invesco Preferred ETF position as of Q3 2025 after selling out during the quarter.
Quantinno Capital Management sold 70,469 Invesco Preferred ETF shares in Q3 2025, an estimated $784K.
Quantinno Capital Management first reported a position in Invesco Preferred ETF in Q1 2025 and held it in 2 quarters.
Quantinno Capital Management's Invesco Preferred ETF position peaked at $785K in Q1 2025.
401 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2025.

Based on Quantinno Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.