Wolverine Trading
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Wolverine Trading’s Invesco Preferred ETF PGX Stock Holding History

Wolverine Trading’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
Q2 		– Sell
-28,417
Closed -$322K – 5379
2025
Q1 		$322K Buy
+28,417
New +$329K ﹤0.01% 3444
2024
Q4 		– Sell
-260,602
Closed -$3.24M – 5721
2024
Q3 		$3.24M Buy
260,602
+218,132
+514% +$2.6M ﹤0.01% 1339
2024
Q2 		$491K Sell
42,470
-72,912
-63% -$843K ﹤0.01% 2875
2024
Q1 		$1.37M Buy
+115,382
New +$1.36M ﹤0.01% 1907
2023
Q4 		– Sell
-27,514
Closed -$301K – 5026
2023
Q3 		$301K Buy
+27,514
New +$308K ﹤0.01% 3292
2023
Q1 		– Sell
-57,196
Closed -$639K – 4770
2022
Q4 		$639K Buy
+57,196
New +$661K ﹤0.01% 2165
2022
Q3 		– Sell
-13,342
Closed -$165K – 5149
2022
Q2 		$165K Sell
13,342
-48,260
-78% -$607K ﹤0.01% 3638
2022
Q1 		$831K Buy
+61,602
New +$858K ﹤0.01% 2649
2021
Q4 		– Sell
-30,973
Closed -$466K – 6581
2021
Q3 		$466K Buy
+30,973
New +$470K ﹤0.01% 4035
2021
Q2 		– Sell
-121,308
Closed -$1.81M – 6527
2021
Q1 		$1.81M Buy
+121,308
New +$1.8M ﹤0.01% 2035
2020
Q2 		– Sell
-43,913
Closed -$576K – 5073
2020
Q1 		$576K Buy
+43,913
New +$632K ﹤0.01% 2502
2019
Q3 		– Sell
-21,370
Closed -$313K – 4853
2019
Q2 		$313K Sell
21,370
-48,457
-69% -$707K ﹤0.01% 3220
2019
Q1 		$1.01M Sell
69,827
-81,095
-54% -$1.15M ﹤0.01% 2051
2018
Q4 		$2.01M Buy
150,922
+39,992
+36% +$552K 0.01% 1407
2018
Q3 		$1.59M Buy
110,930
+96,591
+674% +$1.4M ﹤0.01% 1889
2018
Q2 		$209K Hold
14,339
– – ﹤0.01% 4323
2018
Q1 		$209K Sell
14,339
-130,136
-90% -$1.9M ﹤0.01% 4323
2017
Q4 		$2.15M Buy
+144,475
New +$2.16M 0.01% 1489
2017
Q1 		– Sell
-24,903
Closed -$354K – 4815
2016
Q4 		$354K Sell
24,903
-12,279
-33% -$179K ﹤0.01% 3046
2016
Q3 		$561K Buy
+37,182
New +$569K ﹤0.01% 2454

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wolverine Trading's PGX Position: Q2 2025 in Review

Wolverine Trading sold out of Invesco Preferred ETF (PGX) in Q2 2025, closing a stake of 28,417 shares — an estimated $322K sold.

Wolverine Trading first reported a position in PGX in Q3 2016 and held it in 20 quarters. The position peaked at $3.24M in Q3 2024. 427 funds tracked by Wall St. Rank hold PGX as of Q2 2025.

  • Wolverine Trading reported no remaining Invesco Preferred ETF position as of Q2 2025 after selling out during the quarter.
  • Wolverine Trading sold 28,417 Invesco Preferred ETF shares in Q2 2025, an estimated $322K.
  • Wolverine Trading first reported a position in Invesco Preferred ETF in Q3 2016 and held it in 20 quarters.
  • Wolverine Trading's Invesco Preferred ETF position peaked at $3.24M in Q3 2024.
  • 427 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2025.

Based on Wolverine Trading's 13F filing for Q2 2025, filed 18 Aug 2025.