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Wallace Advisory Group’s Invesco Preferred ETF PGX Stock Holding History

Wallace Advisory 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
2025
Q1 		– Sell
-15,129
Closed -$187K – 198
2024
Q4 		$187K Buy
+15,129
New +$182K 0.13% 175

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Wallace Advisory Group's PGX Position: Q1 2025 in Review

Wallace Advisory Group sold out of Invesco Preferred ETF (PGX) in Q1 2025, closing a stake of 15,129 shares — an estimated $187K sold.

Wallace Advisory Group first reported a position in PGX in Q4 2024 and held it in 1 quarter. The position peaked at $187K in Q4 2024. 450 funds tracked by Wall St. Rank hold PGX as of Q1 2025.

  • Wallace Advisory Group reported no remaining Invesco Preferred ETF position as of Q1 2025 after selling out during the quarter.
  • Wallace Advisory Group sold 15,129 Invesco Preferred ETF shares in Q1 2025, an estimated $187K.
  • Wallace Advisory Group first reported a position in Invesco Preferred ETF in Q4 2024 and held it in 1 quarter.
  • Wallace Advisory Group's Invesco Preferred ETF position peaked at $187K in Q4 2024.
  • 450 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2025.

Based on Wallace Advisory Group's 13F filing for Q1 2025, filed 9 Apr 2025.