SVB Wealth’s Invesco Preferred ETF PGX Stock Holding History

SVB Wealth’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	-3,860	Closed	-$43.3K	–	1296
2025 Q1	$43.3K	Buy	+3,860	New	+$44.7K	﹤0.01%	572
2023 Q2	–	Sell	-89,036	Closed	-$1.02M	–	984
2023 Q1	$1.02M	Hold	89,036	–	–	0.01%	370
2022 Q4	$995K	Buy	+89,036	New	+$1.03M	0.01%	404
2020 Q1	–	Sell	-16,545	Closed	-$248K	–	666
2019 Q4	$248K	Buy	16,545 +5,106	+45%	+$76.2K	﹤0.01%	531
2019 Q3	$172K	Sell	11,439 -425	-4%	-$6.33K	﹤0.01%	496
2019 Q2	$174K	Buy	+11,864	New	+$173K	0.01%	504

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

SVB Wealth's PGX Position: Q2 2025 in Review

SVB Wealth sold out of Invesco Preferred ETF (PGX) in Q2 2025, closing a stake of 3,860 shares — an estimated $43.3K sold.

SVB Wealth first reported a position in PGX in Q2 2019 and held it in 6 quarters. The position peaked at $1.02M in Q1 2023. 427 funds tracked by Wall St. Rank hold PGX as of Q2 2025.

SVB Wealth reported no remaining Invesco Preferred ETF position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 3,860 Invesco Preferred ETF shares in Q2 2025, an estimated $43.3K.
SVB Wealth first reported a position in Invesco Preferred ETF in Q2 2019 and held it in 6 quarters.
SVB Wealth's Invesco Preferred ETF position peaked at $1.02M in Q1 2023.
427 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.