Truvestments Capital’s Invesco Preferred ETF PGX Stock Holding History

Truvestments Capital’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	-241	Closed	-$2.7K	–	1067
2025 Q1	$2.7K	Buy	+241	New	+$2.79K	﹤0.01%	830
2024 Q1	–	Sell	-1,000	Closed	-$11.5K	–	836
2023 Q4	$11.5K	Buy	+1,000	New	+$10.9K	0.01%	507
2019 Q4	–	Sell	-2,100	Closed	-$32K	–	454
2019 Q3	$32K	Hold	2,100	–	–	0.02%	333
2019 Q2	$31K	Hold	2,100	–	–	0.02%	350
2019 Q1	$30K	Buy	+2,100	New	+$29.9K	0.02%	342
2018 Q3	$63K	Buy	+4,410	New	+$64K	0.03%	342

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

Truvestments Capital's PGX Position: Q2 2025 in Review

Truvestments Capital sold out of Invesco Preferred ETF (PGX) in Q2 2025, closing a stake of 241 shares — an estimated $2.7K sold.

Truvestments Capital first reported a position in PGX in Q3 2018 and held it in 6 quarters. The position peaked at $63K in Q3 2018. 427 funds tracked by Wall St. Rank hold PGX as of Q2 2025.

Truvestments Capital reported no remaining Invesco Preferred ETF position as of Q2 2025 after selling out during the quarter.
Truvestments Capital sold 241 Invesco Preferred ETF shares in Q2 2025, an estimated $2.7K.
Truvestments Capital first reported a position in Invesco Preferred ETF in Q3 2018 and held it in 6 quarters.
Truvestments Capital's Invesco Preferred ETF position peaked at $63K in Q3 2018.
427 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2025.

Based on Truvestments Capital's 13F filing for Q2 2025, filed 13 Aug 2025.