Vantus Wealth’s Invesco Preferred ETF PGX Stock Holding History

Vantus Wealth’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	$138K	Buy	+12,288	New	+$140K	0.1%	196

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SAMC

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vantus Wealth's PGX Position: Q4 2025 in Review

Vantus Wealth opened a new position in Invesco Preferred ETF (PGX) in Q4 2025: 12,288 shares worth $138K. The stake represents 0.1% of the portfolio and ranks #196 among its holdings.

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

Vantus Wealth held 12,288 shares of Invesco Preferred ETF worth $138K as of Q4 2025.
Invesco Preferred ETF was a new Vantus Wealth position in Q4 2025.
Invesco Preferred ETF made up 0.1% of Vantus Wealth's portfolio in Q4 2025, its #196 holding.
423 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2025.

Based on Vantus Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.