StoneCrest Wealth Management’s Invesco Preferred ETF PGX Stock Holding History

StoneCrest Wealth 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 Q2	–	Sell	-165,349	Closed	-$1.86M	–	73
2025 Q1	$1.86M	Sell	165,349 -22,008	-12%	-$255K	1.18%	30
2024 Q4	$2.16M	Buy	187,357 +9,612	+5%	+$116K	1.41%	24
2024 Q3	$2.2M	Buy	177,745 +12,443	+8%	+$148K	1.6%	21
2024 Q2	$1.91M	Sell	165,302 -16,933	-9%	-$196K	1.46%	25
2024 Q1	$2.16M	Buy	182,235 +46,784	+35%	+$551K	1.87%	19
2023 Q4	$1.55M	Buy	+135,451	New	+$1.48M	1.49%	22

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

StoneCrest Wealth Management's PGX Position: Q2 2025 in Review

StoneCrest Wealth Management sold out of Invesco Preferred ETF (PGX) in Q2 2025, closing a stake of 165,349 shares — an estimated $1.86M sold.

StoneCrest Wealth Management first reported a position in PGX in Q4 2023 and held it in 6 quarters. The position peaked at $2.2M in Q3 2024. 427 funds tracked by Wall St. Rank hold PGX as of Q2 2025.

StoneCrest Wealth Management reported no remaining Invesco Preferred ETF position as of Q2 2025 after selling out during the quarter.
StoneCrest Wealth Management sold 165,349 Invesco Preferred ETF shares in Q2 2025, an estimated $1.86M.
StoneCrest Wealth Management first reported a position in Invesco Preferred ETF in Q4 2023 and held it in 6 quarters.
StoneCrest Wealth Management's Invesco Preferred ETF position peaked at $2.2M in Q3 2024.
427 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2025.

Based on StoneCrest Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.