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Sanchez Wealth Management Group’s Invesco Preferred ETF PGX Stock Holding History

Sanchez Wealth Management Group’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
Q3 		– Sell
-67,415
Closed -$750K – 51
2025
Q2 		$750K Buy
67,415
+3,886
+6% +$42.8K 0.18% 29
2025
Q1 		$713K Buy
63,529
+8,830
+16% +$102K 0.19% 29
2024
Q4 		$631K Sell
54,699
-658
-1% -$7.92K 0.17% 29
2024
Q3 		$684K Sell
55,357
-750
-1% -$8.95K 0.21% 27
2024
Q2 		$648K Sell
56,107
-2,664
-5% -$30.8K 0.21% 26
2024
Q1 		$698K Sell
58,771
-924
-2% -$10.9K 0.24% 25
2023
Q4 		$685K Buy
59,695
+9,804
+20% +$107K 0.25% 23
2023
Q3 		$546K Buy
49,891
+5,021
+11% +$56.2K 0.22% 21
2023
Q2 		$510K Buy
44,870
+462
+1% +$5.24K 0.21% 22
2023
Q1 		$510K Buy
44,408
+1,310
+3% +$15.7K 0.22% 22
2022
Q4 		$482K Sell
43,098
-2,161
-5% -$25K 0.24% 23
2022
Q3 		$538K Buy
45,259
+1,009
+2% +$12.7K 0.29% 20
2022
Q2 		$546K Sell
44,250
-772
-2% -$9.71K 0.27% 23
2022
Q1 		$611K Sell
45,022
-84
-0.2% -$1.17K 0.26% 23
2021
Q4 		$677K Buy
45,106
+848
+2% +$12.6K 0.29% 22
2021
Q3 		$665K Sell
44,258
-6,017
-12% -$91.3K 0.3% 22
2021
Q2 		$770K Sell
50,275
-1,965
-4% -$29.7K 0.35% 22
2021
Q1 		$784K Buy
52,240
+991
+2% +$14.7K 0.4% 20
2020
Q4 		$782K Sell
51,249
-2,263
-4% -$34K 0.42% 20
2020
Q3 		$788K Buy
53,512
+3,334
+7% +$48.9K 0.47% 15
2020
Q2 		$709K Buy
50,178
+2,661
+6% +$37.3K 0.47% 15
2020
Q1 		$625K Buy
47,517
+1,312
+3% +$18.9K 0.57% 14
2019
Q4 		$694K Buy
46,205
+336
+0.7% +$5.02K 0.5% 15
2019
Q3 		$689K Buy
45,869
+289
+0.6% +$4.3K 0.57% 14
2019
Q2 		$667K Buy
45,580
+4,616
+11% +$67.4K 0.57% 17
2019
Q1 		$594K Buy
40,964
+243
+0.6% +$3.46K 0.53% 18
2018
Q4 		$549K Buy
+40,721
New +$562K 0.61% 17

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sanchez Wealth Management Group's PGX Position: Q3 2025 in Review

Sanchez Wealth Management Group sold out of Invesco Preferred ETF (PGX) in Q3 2025, closing a stake of 67,415 shares — an estimated $750K sold.

Sanchez Wealth Management Group first reported a position in PGX in Q4 2018 and held it in 27 quarters. The position peaked at $788K in Q3 2020. 401 funds tracked by Wall St. Rank hold PGX as of Q3 2025.

  • Sanchez Wealth Management Group reported no remaining Invesco Preferred ETF position as of Q3 2025 after selling out during the quarter.
  • Sanchez Wealth Management Group sold 67,415 Invesco Preferred ETF shares in Q3 2025, an estimated $750K.
  • Sanchez Wealth Management Group first reported a position in Invesco Preferred ETF in Q4 2018 and held it in 27 quarters.
  • Sanchez Wealth Management Group's Invesco Preferred ETF position peaked at $788K in Q3 2020.
  • 401 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2025.

Based on Sanchez Wealth Management Group's 13F filing for Q3 2025, filed 6 Nov 2025.