Red Door Wealth Management’s Invesco Preferred ETF PGX Stock Holding History

Red Door Wealth 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 Q2	–	Sell	-14,000	Closed	-$157K	–	287
2025 Q1	$157K	Sell	14,000 -1,000	-7%	-$11.6K	0.02%	228
2024 Q4	$173K	Buy	+15,000	New	+$180K	0.03%	221

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Red Door Wealth Management's PGX Position: Q2 2025 in Review

Red Door Wealth Management sold out of Invesco Preferred ETF (PGX) in Q2 2025, closing a stake of 14,000 shares — an estimated $157K sold.

Red Door Wealth Management first reported a position in PGX in Q4 2024 and held it in 2 quarters. The position peaked at $173K in Q4 2024. 428 funds tracked by Wall St. Rank hold PGX as of Q2 2025.

Red Door Wealth Management reported no remaining Invesco Preferred ETF position as of Q2 2025 after selling out during the quarter.
Red Door Wealth Management sold 14,000 Invesco Preferred ETF shares in Q2 2025, an estimated $157K.
Red Door Wealth Management first reported a position in Invesco Preferred ETF in Q4 2024 and held it in 2 quarters.
Red Door Wealth Management's Invesco Preferred ETF position peaked at $173K in Q4 2024.
428 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2025.

Based on Red Door Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.