Trifecta Capital Advisors’s Invesco Preferred ETF PGX Stock Holding History

Trifecta Capital Advisors’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	-3,535	Closed	-$39.3K	–	493
2025 Q2	$39.3K	Hold	3,535	–	–	0.01%	184
2025 Q1	$39.7K	Hold	3,535	–	–	0.01%	154
2024 Q4	$40.8K	Hold	3,535	–	–	0.01%	151
2024 Q3	$43.7K	Hold	3,535	–	–	0.01%	151
2024 Q2	$40.8K	Hold	3,535	–	–	0.01%	155
2024 Q1	$42K	Sell	3,535 -2,440	-41%	-$28.8K	0.01%	145
2023 Q4	$68.5K	Buy	+5,975	New	+$65.2K	0.02%	124

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

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

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

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

SAMC

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Trifecta Capital Advisors's PGX Position: Q3 2025 in Review

Trifecta Capital Advisors sold out of Invesco Preferred ETF (PGX) in Q3 2025, closing a stake of 3,535 shares — an estimated $39.3K sold.

Trifecta Capital Advisors first reported a position in PGX in Q4 2023 and held it in 7 quarters. The position peaked at $68.5K in Q4 2023. 401 funds tracked by Wall St. Rank hold PGX as of Q3 2025.

Trifecta Capital Advisors reported no remaining Invesco Preferred ETF position as of Q3 2025 after selling out during the quarter.
Trifecta Capital Advisors sold 3,535 Invesco Preferred ETF shares in Q3 2025, an estimated $39.3K.
Trifecta Capital Advisors first reported a position in Invesco Preferred ETF in Q4 2023 and held it in 7 quarters.
Trifecta Capital Advisors's Invesco Preferred ETF position peaked at $68.5K in Q4 2023.
401 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2025.

Based on Trifecta Capital Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.