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Smallwood Wealth Investment Management’s Invesco Preferred ETF PGX Stock Holding History

Smallwood Wealth Investment Management’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
-62
Closed -$690 – 570
2025
Q2 		$690 Buy
+62
New +$683 ﹤0.01% 483

Other funds holding PGX

Bank of America
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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 $69.6M AUM 1.92% 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

Smallwood Wealth Investment Management's PGX Position: Q3 2025 in Review

Smallwood Wealth Investment Management sold out of Invesco Preferred ETF (PGX) in Q3 2025, closing a stake of 62 shares — an estimated $690 sold.

Smallwood Wealth Investment Management first reported a position in PGX in Q2 2025 and held it in 1 quarter. The position peaked at $690 in Q2 2025. 401 funds tracked by Wall St. Rank hold PGX as of Q3 2025.

  • Smallwood Wealth Investment Management reported no remaining Invesco Preferred ETF position as of Q3 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 62 Invesco Preferred ETF shares in Q3 2025, an estimated $690.
  • Smallwood Wealth Investment Management first reported a position in Invesco Preferred ETF in Q2 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's Invesco Preferred ETF position peaked at $690 in Q2 2025.
  • 401 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q3 2025, filed 17 Oct 2025.