UCB
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United Community Bank’s Invesco Preferred ETF PGX Stock Holding History

United Community Bank’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
-12,598
Closed -$140K – 619
2025
Q2 		$140K Hold
12,598
– – 0.05% 217
2025
Q1 		$141K Sell
12,598
-340
-3% -$3.93K 0.05% 211
2024
Q4 		$149K Sell
12,938
-640
-5% -$7.7K 0.06% 201
2024
Q3 		$168K Hold
13,578
– – 0.07% 196
2024
Q2 		$157K Buy
13,578
+501
+4% +$5.79K 0.06% 210
2024
Q1 		$155K Sell
13,077
-171
-1% -$2.02K 0.06% 207
2023
Q4 		$152K Sell
13,248
-25,130
-65% -$274K 0.06% 208
2023
Q3 		$420K Sell
38,378
-1,110
-3% -$12.4K 0.21% 92
2023
Q2 		$449K Buy
39,488
+633
+2% +$7.18K 0.39% 49
2023
Q1 		$446K Buy
38,855
+910
+2% +$10.9K 0.42% 43
2022
Q4 		$424K Hold
37,945
– – 0.41% 46
2022
Q3 		$451K Sell
37,945
-170
-0.4% -$2.14K 0.47% 46
2022
Q2 		$470K Sell
38,115
-1,712
-4% -$21.5K 0.51% 44
2022
Q1 		$540K Buy
39,827
+1,120
+3% +$15.6K 0.54% 38
2021
Q4 		$581K Buy
+38,707
New +$577K 0.58% 37

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
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
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

United Community Bank's PGX Position: Q3 2025 in Review

United Community Bank sold out of Invesco Preferred ETF (PGX) in Q3 2025, closing a stake of 12,598 shares — an estimated $140K sold.

United Community Bank first reported a position in PGX in Q4 2021 and held it in 15 quarters. The position peaked at $581K in Q4 2021. 401 funds tracked by Wall St. Rank hold PGX as of Q3 2025.

  • United Community Bank reported no remaining Invesco Preferred ETF position as of Q3 2025 after selling out during the quarter.
  • United Community Bank sold 12,598 Invesco Preferred ETF shares in Q3 2025, an estimated $140K.
  • United Community Bank first reported a position in Invesco Preferred ETF in Q4 2021 and held it in 15 quarters.
  • United Community Bank's Invesco Preferred ETF position peaked at $581K in Q4 2021.
  • 401 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2025.

Based on United Community Bank's 13F filing for Q3 2025, filed 4 Nov 2025.