Tyler-Stone Wealth Management’s Invesco Preferred ETF PGX Stock Holding History

Tyler-Stone Wealth Management’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	$170K	Buy	15,243 +115	+0.8%	+$1.27K	0.03%	326
2025 Q1	$170K	Sell	15,128 -812	-5%	-$9.39K	0.03%	314
2024 Q4	$184K	Buy	15,940 +115	+0.7%	+$1.38K	0.03%	316
2024 Q3	$195K	Buy	15,825 +7,967	+101%	+$95.1K	0.04%	311
2024 Q2	$90.8K	Buy	7,858 +54	+0.7%	+$624	0.04%	300
2024 Q1	$92.7K	Sell	7,804 -9	-0.1%	-$106	0.04%	282
2023 Q4	$89.6K	Buy	7,813 +65	+0.8%	+$709	0.04%	278
2023 Q3	$85K	Buy	7,748 +228	+3%	+$2.55K	0.05%	270
2023 Q2	$86K	Buy	+7,520	New	+$85.3K	0.05%	262
2022 Q4	$87K	Buy	7,791 +93	+1%	+$1.07K	0.06%	255
2022 Q3	$91K	Buy	7,698 +29	+0.4%	+$365	0.07%	233
2022 Q2	$95K	Sell	7,669 -5,015	-40%	-$63K	0.06%	242
2022 Q1	$172K	Buy	12,684 +24	+0.2%	+$334	0.09%	192
2021 Q4	$190K	Buy	+12,660	New	+$189K	0.1%	192

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

Tyler-Stone Wealth Management's PGX Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its Invesco Preferred ETF (PGX) stake by 0.76% in Q2 2025, buying an estimated $1.27K and bringing the position to 15,243 shares worth $170K. The position accounts for 0.03% of the portfolio, ranked #326.

Tyler-Stone Wealth Management first reported a position in PGX in Q4 2021 and has held it in 14 quarters since. The position peaked at $195K in Q3 2024. 427 funds tracked by Wall St. Rank hold PGX as of Q2 2025.

Tyler-Stone Wealth Management held 15,243 shares of Invesco Preferred ETF worth $170K as of Q2 2025.
Tyler-Stone Wealth Management bought 115 Invesco Preferred ETF shares in Q2 2025, an estimated $1.27K.
Invesco Preferred ETF made up 0.03% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #326 holding.
Tyler-Stone Wealth Management first reported a position in Invesco Preferred ETF in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's Invesco Preferred ETF position peaked at $195K in Q3 2024.
427 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.