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WhitTier Trust Company’s Invesco Preferred ETF PGX Stock Holding History

WhitTier Trust Company’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
-789
Closed -$8.92K – 1452
2025
Q4 		$8.92K Hold
789
– – ﹤0.01% 1031
2025
Q3 		$9.23K Hold
789
– – ﹤0.01% 1020
2025
Q2 		$8.78K Sell
789
-170
-18% -$1.87K ﹤0.01% 1155
2025
Q1 		$10.8K Buy
+959
New +$11.1K ﹤0.01% 1095

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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $69.6M AUM 1.92% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

WhitTier Trust Company's PGX Position: Q1 2026 in Review

WhitTier Trust Company sold out of Invesco Preferred ETF (PGX) in Q1 2026, closing a stake of 789 shares — an estimated $8.92K sold.

WhitTier Trust Company first reported a position in PGX in Q1 2025 and held it in 4 quarters. The position peaked at $10.8K in Q1 2025. 415 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

  • WhitTier Trust Company reported no remaining Invesco Preferred ETF position as of Q1 2026 after selling out during the quarter.
  • WhitTier Trust Company sold 789 Invesco Preferred ETF shares in Q1 2026, an estimated $8.92K.
  • WhitTier Trust Company first reported a position in Invesco Preferred ETF in Q1 2025 and held it in 4 quarters.
  • WhitTier Trust Company's Invesco Preferred ETF position peaked at $10.8K in Q1 2025.
  • 415 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on WhitTier Trust Company's 13F filing for Q1 2026, filed 28 Apr 2026.