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
2023
Q3 		– Sell
-11,700
Closed -$132K – 4939
2023
Q2 		$132K Buy
+11,700
New +$133K ﹤0.01% 3678

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.