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Van Hulzen Asset Management’s Invesco Preferred ETF PGX Stock Holding History

Van Hulzen Asset 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
Q1 		– Sell
-8,200
Closed -$94.5K – 878
2024
Q4 		$94.5K Buy
+8,200
New +$98.6K 0.01% 405

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $69.6M AUM 1.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Van Hulzen Asset Management's PGX Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Invesco Preferred ETF (PGX) in Q1 2025, closing a stake of 8,200 shares — an estimated $94.5K sold.

Van Hulzen Asset Management first reported a position in PGX in Q4 2024 and held it in 1 quarter. The position peaked at $94.5K in Q4 2024. 452 funds tracked by Wall St. Rank hold PGX as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining Invesco Preferred ETF position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 8,200 Invesco Preferred ETF shares in Q1 2025, an estimated $94.5K.
  • Van Hulzen Asset Management first reported a position in Invesco Preferred ETF in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's Invesco Preferred ETF position peaked at $94.5K in Q4 2024.
  • 452 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.