Adalta Capital Management’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
Other funds holding PGX
BI
CC
SAMC
Adalta Capital Management's PGX Position: Q2 2026 in Review
Adalta Capital Management held its Invesco Preferred ETF (PGX) position steady in Q2 2026 at 14,596 shares worth $158K. The position accounts for 0.07% of the portfolio, ranked #98.
Adalta Capital Management first reported a position in PGX in Q4 2025 and has held it in 3 quarters since. The position peaked at $159K in Q1 2026. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.
- Adalta Capital Management held 14,596 shares of Invesco Preferred ETF worth $158K as of Q2 2026.
- Adalta Capital Management left its Invesco Preferred ETF share count unchanged in Q2 2026.
- Invesco Preferred ETF made up 0.07% of Adalta Capital Management's portfolio in Q2 2026, its #98 holding.
- Adalta Capital Management first reported a position in Invesco Preferred ETF in Q4 2025 and has held it in 3 quarters since.
- Adalta Capital Management's Invesco Preferred ETF position peaked at $159K in Q1 2026.
- 408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.
Based on Adalta Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.