SG Americas Securities
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SG Americas Securities’s Invesco Preferred ETF PGX Stock Holding History

SG Americas Securities’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
-382,831
Closed -$4.44M – 3723
2025
Q3 		$4.44M Buy
382,831
+200,531
+110% +$2.3M 0.02% 563
2025
Q2 		$2.03M Buy
+182,300
New +$2.01M 0.01% 763
2022
Q2 		– Sell
-494,110
Closed -$6.71M – 3561
2022
Q1 		$6.71M Sell
494,110
-35,686
-7% -$497K 0.05% 314
2021
Q4 		$7.95M Buy
+529,796
New +$7.9M 0.04% 329

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

SG Americas Securities's PGX Position: Q4 2025 in Review

SG Americas Securities sold out of Invesco Preferred ETF (PGX) in Q4 2025, closing a stake of 382,831 shares — an estimated $4.44M sold.

SG Americas Securities first reported a position in PGX in Q4 2021 and held it in 4 quarters. The position peaked at $7.95M in Q4 2021. 423 funds tracked by Wall St. Rank hold PGX as of Q4 2025.

  • SG Americas Securities reported no remaining Invesco Preferred ETF position as of Q4 2025 after selling out during the quarter.
  • SG Americas Securities sold 382,831 Invesco Preferred ETF shares in Q4 2025, an estimated $4.44M.
  • SG Americas Securities first reported a position in Invesco Preferred ETF in Q4 2021 and held it in 4 quarters.
  • SG Americas Securities's Invesco Preferred ETF position peaked at $7.95M in Q4 2021.
  • 423 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2025.

Based on SG Americas Securities's 13F filing for Q4 2025, filed 9 Jan 2026.