Reyes Financial Architecture’s Invesco Preferred ETF PGX Stock Holding History

Reyes Financial Architecture’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	-108	Closed	-$1.21K	–	329
2025 Q1	$1.21K	Hold	108	–	–	﹤0.01%	316
2024 Q4	$1.25K	Buy	+108	New	+$1.3K	﹤0.01%	273

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

Reyes Financial Architecture's PGX Position: Q2 2025 in Review

Reyes Financial Architecture sold out of Invesco Preferred ETF (PGX) in Q2 2025, closing a stake of 108 shares — an estimated $1.21K sold.

Reyes Financial Architecture first reported a position in PGX in Q4 2024 and held it in 2 quarters. The position peaked at $1.25K in Q4 2024. 427 funds tracked by Wall St. Rank hold PGX as of Q2 2025.

Reyes Financial Architecture reported no remaining Invesco Preferred ETF position as of Q2 2025 after selling out during the quarter.
Reyes Financial Architecture sold 108 Invesco Preferred ETF shares in Q2 2025, an estimated $1.21K.
Reyes Financial Architecture first reported a position in Invesco Preferred ETF in Q4 2024 and held it in 2 quarters.
Reyes Financial Architecture's Invesco Preferred ETF position peaked at $1.25K in Q4 2024.
427 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2025.

Based on Reyes Financial Architecture's 13F filing for Q2 2025, filed 9 Jul 2025.