1620 Investment Advisors’s Invesco Preferred ETF PGX Stock Holding History

1620 Investment Advisors’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 Q2	$589K	Sell	54,337 -1,171	-2%	-$12.9K	0.36%	74
2026 Q1	$604K	Sell	55,508 -157	-0.3%	-$1.77K	0.41%	70
2025 Q4	$626K	Sell	55,665 -878	-2%	-$10K	0.42%	70
2025 Q3	$656K	Buy	56,543 +143	+0.3%	+$1.64K	0.45%	68
2025 Q2	$628K	Sell	56,400 -2,528	-4%	-$27.9K	0.45%	69
2025 Q1	$661K	Sell	58,928 -801	-1%	-$9.27K	0.51%	53
2024 Q4	$689K	Sell	59,729 -2,642	-4%	-$31.8K	0.52%	50
2024 Q3	$770K	Sell	62,371 -808	-1%	-$9.64K	0.56%	43
2024 Q2	$730K	Buy	63,179 +1,761	+3%	+$20.4K	0.56%	43
2024 Q1	$730K	Buy	61,418 +1,806	+3%	+$21.3K	0.73%	40
2023 Q4	$684K	Sell	59,612 -8,188	-12%	-$89.4K	0.75%	38
2023 Q3	$742K	Sell	67,800 -739	-1%	-$8.27K	0.84%	33
2023 Q2	$779K	Sell	68,539 -4	-0%	-$45	0.85%	35
2023 Q1	$787K	Buy	68,543 +7,641	+13%	+$91.7K	0.95%	31
2022 Q4	$681K	Sell	60,902 -17,773	-23%	-$206K	0.82%	44
2022 Q3	$935K	Sell	78,675 -2,103	-3%	-$26.5K	1.38%	20
2022 Q2	$997K	Sell	80,778 -3,511	-4%	-$44.1K	1.37%	16
2022 Q1	$1.26M	Hold	84,289	–	–	1.38%	17
2021 Q4	$1.26M	Buy	+84,289	New	+$1.26M	1.41%	17

Other funds holding PGX

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

TLP

Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $472M AUM

Plimoth Trust Plymouth, Massachusetts $501M AUM 35.9% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

1620 Investment Advisors's PGX Position: Q2 2026 in Review

1620 Investment Advisors reduced its Invesco Preferred ETF (PGX) stake by 2.1% in Q2 2026, selling an estimated $12.9K and leaving 54,337 shares worth $589K. The position accounts for 0.36% of the portfolio, ranked #74.

1620 Investment Advisors first reported a position in PGX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.26M in Q1 2022. 160 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

1620 Investment Advisors held 54,337 shares of Invesco Preferred ETF worth $589K as of Q2 2026.
1620 Investment Advisors sold 1,171 Invesco Preferred ETF shares in Q2 2026, an estimated $12.9K.
Invesco Preferred ETF made up 0.36% of 1620 Investment Advisors's portfolio in Q2 2026, its #74 holding.
1620 Investment Advisors first reported a position in Invesco Preferred ETF in Q4 2021 and has held it in 19 quarters since.
1620 Investment Advisors's Invesco Preferred ETF position peaked at $1.26M in Q1 2022.
160 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.