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Redmont Wealth Advisors’s Invesco Preferred ETF PGX Stock Holding History

Redmont Wealth 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
Q4 		$20.9K Hold
1,861
– – 0.03% 133
2025
Q3 		$21.6K Hold
1,861
– – 0.03% 139
2025
Q2 		$20.7K Hold
1,861
– – 0.03% 141
2025
Q1 		$20.9K Buy
+1,861
New +$21.5K 0.04% 93
2024
Q4 		– Sell
-1,861
Closed -$23K – 239
2024
Q3 		$23K Hold
1,861
– – 0.04% 127
2024
Q2 		$21.5K Hold
1,861
– – 0.03% 129
2024
Q1 		$22.1K Buy
+1,861
New +$21.9K 0.03% 143

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $69.6M AUM 1.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Redmont Wealth Advisors's PGX Position: Q4 2025 in Review

Redmont Wealth Advisors held its Invesco Preferred ETF (PGX) position steady in Q4 2025 at 1,861 shares worth $20.9K. The position accounts for 0.03% of the portfolio, ranked #133.

Redmont Wealth Advisors first reported a position in PGX in Q1 2024 and has held it in 7 quarters since. The position peaked at $23K in Q3 2024. 423 funds tracked by Wall St. Rank hold PGX as of Q4 2025.

  • Redmont Wealth Advisors held 1,861 shares of Invesco Preferred ETF worth $20.9K as of Q4 2025.
  • Redmont Wealth Advisors left its Invesco Preferred ETF share count unchanged in Q4 2025.
  • Invesco Preferred ETF made up 0.03% of Redmont Wealth Advisors's portfolio in Q4 2025, its #133 holding.
  • Redmont Wealth Advisors first reported a position in Invesco Preferred ETF in Q1 2024 and has held it in 7 quarters since.
  • Redmont Wealth Advisors's Invesco Preferred ETF position peaked at $23K in Q3 2024.
  • 423 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.