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Richards, Merrill & Peterson’s Invesco Preferred ETF PGX Stock Holding History

Richards, Merrill & Peterson’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
-3,000
Closed -$33.7K – 399
2025
Q1 		$33.7K Hold
3,000
– – 0.02% 289
2024
Q4 		$34.6K Buy
+3,000
New +$36.1K 0.02% 277

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Richards, Merrill & Peterson's PGX Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Invesco Preferred ETF (PGX) in Q2 2025, closing a stake of 3,000 shares — an estimated $33.7K sold.

Richards, Merrill & Peterson first reported a position in PGX in Q4 2024 and held it in 2 quarters. The position peaked at $34.6K in Q4 2024. 427 funds tracked by Wall St. Rank hold PGX as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining Invesco Preferred ETF position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 3,000 Invesco Preferred ETF shares in Q2 2025, an estimated $33.7K.
  • Richards, Merrill & Peterson first reported a position in Invesco Preferred ETF in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's Invesco Preferred ETF position peaked at $34.6K in Q4 2024.
  • 427 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.