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Root Financial Partners’s Invesco Preferred ETF PGX Stock Holding History

Root Financial Partners’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 		– Sell
-374
Closed -$4.34K – 2500
2025
Q3 		$4.34K Buy
+374
New +$4.28K ﹤0.01% 1777

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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Root Financial Partners's PGX Position: Q4 2025 in Review

Root Financial Partners sold out of Invesco Preferred ETF (PGX) in Q4 2025, closing a stake of 374 shares — an estimated $4.34K sold.

Root Financial Partners first reported a position in PGX in Q3 2025 and held it in 1 quarter. The position peaked at $4.34K in Q3 2025. 423 funds tracked by Wall St. Rank hold PGX as of Q4 2025.

  • Root Financial Partners reported no remaining Invesco Preferred ETF position as of Q4 2025 after selling out during the quarter.
  • Root Financial Partners sold 374 Invesco Preferred ETF shares in Q4 2025, an estimated $4.34K.
  • Root Financial Partners first reported a position in Invesco Preferred ETF in Q3 2025 and held it in 1 quarter.
  • Root Financial Partners's Invesco Preferred ETF position peaked at $4.34K in Q3 2025.
  • 423 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.