Amicus Financial Advisors’s Invesco Preferred ETF PGX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$792K Buy
73,038
+3,260
+5% +$36K 0.19% 48
2026
Q1
$759K Buy
69,778
+1,468
+2% +$16.6K 0.21% 44
2025
Q4
$768K Buy
+68,310
New +$779K 0.21% 46

Other funds holding PGX

Amicus Financial Advisors's PGX Position: Q2 2026 in Review

Amicus Financial Advisors increased its Invesco Preferred ETF (PGX) stake by 4.7% in Q2 2026, buying an estimated $36K and bringing the position to 73,038 shares worth $792K. The position accounts for 0.19% of the portfolio, ranked #48.

Amicus Financial Advisors first reported a position in PGX in Q4 2025 and has held it in 3 quarters since. 406 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Amicus Financial Advisors held 73,038 shares of Invesco Preferred ETF worth $792K as of Q2 2026.
  • Amicus Financial Advisors bought 3,260 Invesco Preferred ETF shares in Q2 2026, an estimated $36K.
  • Invesco Preferred ETF made up 0.19% of Amicus Financial Advisors's portfolio in Q2 2026, its #48 holding.
  • Amicus Financial Advisors first reported a position in Invesco Preferred ETF in Q4 2025 and has held it in 3 quarters since.
  • 406 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Amicus Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.