Aptus Capital Advisors’s Invesco Preferred ETF PGX Stock Holding History

Aptus Capital 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	$47.9K	Buy	4,420 +379	+9%	+$4.18K	﹤0.01%	1389
2026 Q1	$44K	Buy	4,041 +4	+0.1%	+$45	﹤0.01%	1289
2025 Q4	$45.4K	Sell	4,037 -165	-4%	-$1.88K	﹤0.01%	1304
2025 Q3	$48.7K	Sell	4,202 -10	-0.2%	-$115	﹤0.01%	1235
2025 Q2	$46.9K	Buy	4,212 +165	+4%	+$1.82K	﹤0.01%	1188
2025 Q1	$45.4K	Buy	4,047 +301	+8%	+$3.48K	﹤0.01%	1118
2024 Q4	$43.2K	Buy	3,746 +71	+2%	+$854	﹤0.01%	1127
2024 Q3	$45.4K	Sell	3,675 -43	-1%	-$513	﹤0.01%	946
2024 Q2	$42.9K	Sell	3,718 -11,318	-75%	-$131K	﹤0.01%	908
2024 Q1	$179K	Buy	15,036 +123	+0.8%	+$1.45K	﹤0.01%	747
2023 Q4	$171K	Sell	14,913 -4,478	-23%	-$48.9K	﹤0.01%	570
2023 Q3	$212K	Sell	19,391 -3,253	-14%	-$36.4K	0.01%	554
2023 Q2	$257K	Buy	22,644 +8,114	+56%	+$92.1K	0.01%	434
2023 Q1	$167K	Buy	14,530 +9,601	+195%	+$115K	﹤0.01%	484
2022 Q4	$55.1K	Hold	4,929	–	–	﹤0.01%	592
2022 Q3	$58K	Buy	4,929 +2,400	+95%	+$30.2K	﹤0.01%	542
2022 Q2	$31K	Buy	+2,529	New	+$31.8K	﹤0.01%	508
2022 Q1	–	Sell	-330	Closed	-$5K	–	719
2021 Q4	$5K	Hold	330	–	–	﹤0.01%	520
2021 Q3	$5K	Hold	330	–	–	﹤0.01%	495
2021 Q2	$5K	Buy	+330	New	+$4.99K	﹤0.01%	523
2020 Q4	–	Sell	-530	Closed	-$7K	–	517
2020 Q3	$7K	Sell	530 -2,000	-79%	-$29.3K	﹤0.01%	427
2020 Q2	$35K	Hold	2,530	–	–	﹤0.01%	338
2020 Q1	$33K	Hold	2,530	–	–	﹤0.01%	330
2019 Q4	$37K	Buy	2,530 +530	+27%	+$7.91K	﹤0.01%	410
2019 Q3	$30K	Buy	+2,000	New	+$29.8K	﹤0.01%	412

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $69.6M AUM 1.92% 1-Year Est. Return

Aptus Capital Advisors's PGX Position: Q2 2026 in Review

Aptus Capital Advisors increased its Invesco Preferred ETF (PGX) stake by 9.4% in Q2 2026, buying an estimated $4.18K and bringing the position to 4,420 shares worth $47.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1389.

Aptus Capital Advisors first reported a position in PGX in Q3 2019 and has held it in 25 quarters since. The position peaked at $257K in Q2 2023. 407 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Aptus Capital Advisors held 4,420 shares of Invesco Preferred ETF worth $47.9K as of Q2 2026.
Aptus Capital Advisors bought 379 Invesco Preferred ETF shares in Q2 2026, an estimated $4.18K.
Invesco Preferred ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1389 holding.
Aptus Capital Advisors first reported a position in Invesco Preferred ETF in Q3 2019 and has held it in 25 quarters since.
Aptus Capital Advisors's Invesco Preferred ETF position peaked at $257K in Q2 2023.
407 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.