Vermillion & White Wealth Management Group’s Invesco Preferred ETF PGX Stock Holding History

Vermillion & White Wealth Management Group’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
2026 Q1	–	Sell	-1,200	Closed	-$13.5K	–	391
2025 Q4	$13.5K	Sell	1,200 -137	-10%	-$1.56K	0.01%	291
2025 Q3	$15.5K	Hold	1,337	–	–	0.01%	283
2025 Q2	$14.9K	Hold	1,337	–	–	0.01%	259
2025 Q1	$15K	Hold	1,337	–	–	0.01%	238
2024 Q4	$15.4K	Hold	1,337	–	–	0.01%	208
2024 Q3	$16.5K	Hold	1,337	–	–	0.01%	191
2024 Q2	$15.4K	Hold	1,337	–	–	0.01%	201
2024 Q1	$15.9K	Buy	+1,337	New	+$15.8K	0.01%	187

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

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

SAMC

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Vermillion & White Wealth Management Group's PGX Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Invesco Preferred ETF (PGX) in Q1 2026, closing a stake of 1,200 shares — an estimated $13.5K sold.

Vermillion & White Wealth Management Group first reported a position in PGX in Q1 2024 and held it in 8 quarters. The position peaked at $16.5K in Q3 2024. 416 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining Invesco Preferred ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 1,200 Invesco Preferred ETF shares in Q1 2026, an estimated $13.5K.
Vermillion & White Wealth Management Group first reported a position in Invesco Preferred ETF in Q1 2024 and held it in 8 quarters.
Vermillion & White Wealth Management Group's Invesco Preferred ETF position peaked at $16.5K in Q3 2024.
416 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.