AG
PGX icon

AmeriFlex Group’s Invesco Preferred ETF PGX Stock Holding History

AmeriFlex Group’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 		$48.2K Hold
4,430
– – 0.02% 426
2025
Q4 		$49.8K Sell
4,430
-3,958
-47% -$45.1K 0.03% 422
2025
Q3 		$97.3K Buy
8,388
+8,230
+5,209% +$94.3K 0.04% 331
2025
Q2 		$1.76K Sell
158
-6,693
-98% -$73.7K ﹤0.01% 975
2025
Q1 		$76.9K Sell
6,851
-999
-13% -$11.6K 0.03% 385
2024
Q4 		$90.7K Buy
+7,850
New +$94.4K 0.04% 320

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 $377B AUM 19.32% 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 $50M AUM 2.62% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

AmeriFlex Group's PGX Position: Q1 2026 in Review

AmeriFlex Group held its Invesco Preferred ETF (PGX) position steady in Q1 2026 at 4,430 shares worth $48.2K. The position accounts for 0.02% of the portfolio, ranked #426.

AmeriFlex Group first reported a position in PGX in Q4 2024 and has held it in 6 quarters since. The position peaked at $97.3K in Q3 2025. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

  • AmeriFlex Group held 4,430 shares of Invesco Preferred ETF worth $48.2K as of Q1 2026.
  • AmeriFlex Group left its Invesco Preferred ETF share count unchanged in Q1 2026.
  • Invesco Preferred ETF made up 0.02% of AmeriFlex Group's portfolio in Q1 2026, its #426 holding.
  • AmeriFlex Group first reported a position in Invesco Preferred ETF in Q4 2024 and has held it in 6 quarters since.
  • AmeriFlex Group's Invesco Preferred ETF position peaked at $97.3K in Q3 2025.
  • 413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.