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Ancora Advisors’s Invesco Preferred ETF PGX Stock Holding History

Ancora 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
Q1 		– Sell
-2,104
Closed -$23.6K – 2510
2025
Q4 		$23.6K Buy
2,104
+1,784
+558% +$20.3K ﹤0.01% 1485
2025
Q3 		$3.71K Hold
320
– – ﹤0.01% 1555
2025
Q2 		$3.56K Hold
320
– – ﹤0.01% 1543
2025
Q1 		$3.59K Buy
+320
New +$3.7K ﹤0.01% 1470
2024
Q2 		– Sell
-108
Closed -$1.28K – 1904
2024
Q1 		$1.28K Buy
108
+50
+86% +$589 ﹤0.01% 1607
2023
Q4 		$665 Buy
+58
New +$633 ﹤0.01% 1582
2023
Q3 		– Sell
-1,092
Closed -$12.4K – 1816
2023
Q2 		$12.4K Buy
1,092
+153
+16% +$1.74K ﹤0.01% 1236
2023
Q1 		$10.8K Hold
939
– – ﹤0.01% 1263
2022
Q4 		$10K Sell
939
-1,469
-61% -$17K ﹤0.01% 1335
2022
Q3 		$29K Buy
+2,408
New +$30.3K ﹤0.01% 1240
2022
Q1 		– Sell
-779
Closed -$12K – 2487
2021
Q4 		$12K Buy
+779
New +$11.6K ﹤0.01% 1741
2021
Q2 		– Sell
-9
Closed – – 1986
2021
Q1 		$0 Sell
9
-1,161
-99% -$17.3K ﹤0.01% 1811
2020
Q4 		$18K Sell
1,170
-2,239
-66% -$33.6K ﹤0.01% 1095
2020
Q3 		$50K Sell
3,409
-131
-4% -$1.92K ﹤0.01% 859
2020
Q2 		$50K Hold
3,540
– – ﹤0.01% 822
2020
Q1 		$46K Sell
3,540
-2,511
-41% -$36.1K ﹤0.01% 903
2019
Q4 		$91K Buy
+6,051
New +$90.3K ﹤0.01% 787
2018
Q4 		– Sell
-5,041
Closed -$72K – 1037
2018
Q3 		$72K Buy
+5,041
New +$73.2K ﹤0.01% 820
2017
Q1 		– Sell
-5,601
Closed -$80K – 966
2016
Q4 		$80K Buy
+5,601
New +$81.6K 0.01% 700
2016
Q3 		– Sell
-10,069
Closed -$153K – 534
2016
Q2 		$153K Buy
+10,069
New +$151K 0.02% 485

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

Ancora Advisors's PGX Position: Q1 2026 in Review

Ancora Advisors sold out of Invesco Preferred ETF (PGX) in Q1 2026, closing a stake of 2,104 shares — an estimated $23.6K sold.

Ancora Advisors first reported a position in PGX in Q2 2016 and held it in 20 quarters. The position peaked at $153K in Q2 2016. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

  • Ancora Advisors reported no remaining Invesco Preferred ETF position as of Q1 2026 after selling out during the quarter.
  • Ancora Advisors sold 2,104 Invesco Preferred ETF shares in Q1 2026, an estimated $23.6K.
  • Ancora Advisors first reported a position in Invesco Preferred ETF in Q2 2016 and held it in 20 quarters.
  • Ancora Advisors's Invesco Preferred ETF position peaked at $153K in Q2 2016.
  • 413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.