Ransom Advisory’s Invesco Preferred ETF PGX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$31.5K Buy
+2,800
New +$31.9K 0.01% 255
2025
Q1
Sell
-5,400
Closed -$62.3K 387
2024
Q4
$62.3K Sell
5,400
-100
-2% -$1.2K 0.03% 196
2024
Q3
$67.9K Hold
5,500
0.03% 191
2024
Q2
$63.5K Hold
5,500
0.03% 187
2024
Q1
$65.3K Buy
+5,500
New +$64.8K 0.03% 175

Other funds holding PGX

Ransom Advisory's PGX Position: Q4 2025 in Review

Ransom Advisory opened a new position in Invesco Preferred ETF (PGX) in Q4 2025: 2,800 shares worth $31.5K. The stake represents 0.01% of the portfolio and ranks #255 among its holdings. This is a return to the name: Ransom Advisory previously reported a position in PGX as recently as Q4 2024.

Ransom Advisory first reported a position in PGX in Q1 2024 and has held it in 5 quarters since. The position peaked at $67.9K in Q3 2024. 423 funds tracked by Wall St. Rank hold PGX as of Q4 2025.

  • Ransom Advisory held 2,800 shares of Invesco Preferred ETF worth $31.5K as of Q4 2025.
  • Invesco Preferred ETF was a new Ransom Advisory position in Q4 2025.
  • Invesco Preferred ETF made up 0.01% of Ransom Advisory's portfolio in Q4 2025, its #255 holding.
  • Ransom Advisory first reported a position in Invesco Preferred ETF in Q1 2024 and has held it in 5 quarters since.
  • Ransom Advisory's Invesco Preferred ETF position peaked at $67.9K in Q3 2024.
  • 423 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.