Trust Company of Vermont’s Invesco Preferred ETF PGX Stock Holding History

Trust Company of Vermont’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 Q4	$3.26K	Buy	+290	New	+$3.31K	﹤0.01%	996

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $69.6M AUM 1.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Trust Company of Vermont's PGX Position: Q4 2025 in Review

Trust Company of Vermont opened a new position in Invesco Preferred ETF (PGX) in Q4 2025: 290 shares worth $3.26K. The stake represents ﹤0.01% of the portfolio and ranks #996 among its holdings.

423 funds tracked by Wall St. Rank hold PGX as of Q4 2025.

Trust Company of Vermont held 290 shares of Invesco Preferred ETF worth $3.26K as of Q4 2025.
Invesco Preferred ETF was a new Trust Company of Vermont position in Q4 2025.
Invesco Preferred ETF made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #996 holding.
423 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.