SWP
PGX icon

SIMA Wealth Partners’s Invesco Preferred ETF PGX Stock Holding History

SIMA Wealth 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
-440
Closed -$5.1K – 155
2025
Q3 		$5.1K Buy
+440
New +$5.04K ﹤0.01% 139

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

SIMA Wealth Partners's PGX Position: Q4 2025 in Review

SIMA Wealth Partners sold out of Invesco Preferred ETF (PGX) in Q4 2025, closing a stake of 440 shares — an estimated $5.1K sold.

SIMA Wealth Partners first reported a position in PGX in Q3 2025 and held it in 1 quarter. The position peaked at $5.1K in Q3 2025. 423 funds tracked by Wall St. Rank hold PGX as of Q4 2025.

  • SIMA Wealth Partners reported no remaining Invesco Preferred ETF position as of Q4 2025 after selling out during the quarter.
  • SIMA Wealth Partners sold 440 Invesco Preferred ETF shares in Q4 2025, an estimated $5.1K.
  • SIMA Wealth Partners first reported a position in Invesco Preferred ETF in Q3 2025 and held it in 1 quarter.
  • SIMA Wealth Partners's Invesco Preferred ETF position peaked at $5.1K in Q3 2025.
  • 423 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2025.

Based on SIMA Wealth Partners's 13F filing for Q4 2025, filed 28 May 2026.