Synovus Financial’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,295
| Closed | -$119K | – | 929 |
|
|
2024
Q4 | $119K | Sell |
10,295
-900
| -8% | -$10.8K | ﹤0.01% | 855 |
|
|
2024
Q3 | $138K | Buy |
+11,195
| New | +$134K | ﹤0.01% | 888 |
|
|
2024
Q1 | – | Sell |
-15,622
| Closed | -$179K | – | 867 |
|
|
2023
Q4 | $179K | Buy |
+15,622
| New | +$171K | ﹤0.01% | 798 |
|
|
2023
Q3 | – | Sell |
-11,262
| Closed | -$128K | – | 858 |
|
|
2023
Q2 | $128K | Sell |
11,262
-3,008
| -21% | -$34.1K | ﹤0.01% | 817 |
|
|
2023
Q1 | $164K | Sell |
14,270
-4,777
| -25% | -$57.3K | ﹤0.01% | 798 |
|
|
2022
Q4 | $213K | Hold |
19,047
| – | – | ﹤0.01% | 800 |
|
|
2022
Q3 | $226K | Buy |
19,047
+602
| +3% | +$7.58K | ﹤0.01% | 764 |
|
|
2022
Q2 | $227K | Buy |
18,445
+4,739
| +35% | +$59.6K | ﹤0.01% | 774 |
|
|
2022
Q1 | $185K | Buy |
13,706
+679
| +5% | +$9.46K | ﹤0.01% | 818 |
|
|
2021
Q4 | $196K | Sell |
13,027
-3,691
| -22% | -$55K | ﹤0.01% | 831 |
|
|
2021
Q3 | $251K | Buy |
16,718
+91
| +0.5% | +$1.38K | ﹤0.01% | 764 |
|
|
2021
Q2 | $256K | Hold |
16,627
| – | – | ﹤0.01% | 755 |
|
|
2021
Q1 | $249K | Hold |
16,627
| – | – | ﹤0.01% | 686 |
|
|
2020
Q4 | $254K | Sell |
16,627
-28
| -0.2% | -$420 | ﹤0.01% | 685 |
|
|
2020
Q3 | $245K | Sell |
16,655
-22
| -0.1% | -$323 | ﹤0.01% | 643 |
|
|
2020
Q2 | $235K | Sell |
16,677
-3,211
| -16% | -$45K | ﹤0.01% | 615 |
|
|
2020
Q1 | $262K | Buy |
19,888
+6,848
| +53% | +$98.5K | ﹤0.01% | 705 |
|
|
2019
Q4 | $196K | Buy |
13,040
+1,656
| +15% | +$24.7K | ﹤0.01% | 693 |
|
|
2019
Q3 | $171K | Buy |
11,384
+2,300
| +25% | +$34.2K | ﹤0.01% | 684 |
|
|
2019
Q2 | $133K | Buy |
9,084
+6,500
| +252% | +$94.9K | ﹤0.01% | 666 |
|
|
2019
Q1 | $37K | Hold |
2,584
| – | – | ﹤0.01% | 881 |
|
|
2018
Q4 | $35K | Hold |
2,584
| – | – | ﹤0.01% | 867 |
|
|
2018
Q3 | $37K | Buy |
2,584
+1,200
| +87% | +$17.4K | ﹤0.01% | 904 |
|
|
2018
Q2 | $20K | Sell |
1,384
-26
| -2% | -$376 | ﹤0.01% | 947 |
|
|
2018
Q1 | $21K | Buy |
+1,410
| New | +$20.6K | ﹤0.01% | 926 |
|
|
2017
Q3 | – | Sell |
-1,485
| Closed | -$23K | – | 696 |
|
|
2017
Q2 | $23K | Buy |
1,485
+45
| +3% | +$676 | ﹤0.01% | 697 |
|
|
2017
Q1 | $21K | Hold |
1,440
| – | – | ﹤0.01% | 861 |
|
|
2016
Q4 | $20K | Sell |
1,440
-1,560
| -52% | -$22.7K | ﹤0.01% | 843 |
|
|
2016
Q3 | $45K | Hold |
3,000
| – | – | ﹤0.01% | 732 |
|
|
2016
Q2 | $46K | Buy |
+3,000
| New | +$45K | ﹤0.01% | 672 |
|
|
2013
Q4 | – | Sell |
-83
| Closed | -$1K | – | 914 |
|
|
2013
Q3 | $1K | Hold |
83
| – | – | ﹤0.01% | 847 |
|
|
2013
Q2 | $1K | Buy |
+83
| New | +$1.22K | ﹤0.01% | 799 |
|
Other funds holding PGX
SAMC
Synovus Financial's PGX Position: Q1 2025 in Review
Synovus Financial sold out of Invesco Preferred ETF (PGX) in Q1 2025, closing a stake of 10,295 shares — an estimated $119K sold.
Synovus Financial first reported a position in PGX in Q2 2013 and held it in 32 quarters. The position peaked at $262K in Q1 2020. 450 funds tracked by Wall St. Rank hold PGX as of Q1 2025.
- Synovus Financial reported no remaining Invesco Preferred ETF position as of Q1 2025 after selling out during the quarter.
- Synovus Financial sold 10,295 Invesco Preferred ETF shares in Q1 2025, an estimated $119K.
- Synovus Financial first reported a position in Invesco Preferred ETF in Q2 2013 and held it in 32 quarters.
- Synovus Financial's Invesco Preferred ETF position peaked at $262K in Q1 2020.
- 450 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2025.
Based on Synovus Financial's 13F filing for Q1 2025, filed 14 May 2025.