Argus Investors Counsel’s Invesco Preferred ETF PGX Stock Holding History

Argus Investors Counsel’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	$399K	Sell	36,834 -20	-0.1%	-$221	0.31%	72
2026 Q1	$401K	Sell	36,854 -9,425	-20%	-$107K	0.36%	69
2025 Q4	$520K	Buy	46,279 +1,180	+3%	+$13.5K	0.42%	63
2025 Q3	$523K	Buy	45,099 +1,930	+4%	+$22.1K	0.42%	62
2025 Q2	$480K	Hold	43,169	–	–	0.34%	88
2025 Q1	$484K	Buy	43,169 +1,080	+3%	+$12.5K	0.37%	85
2024 Q4	$485K	Buy	42,089 +4,400	+12%	+$52.9K	0.32%	85
2024 Q3	$465K	Sell	37,689 -3,837	-9%	-$45.8K	0.3%	90
2024 Q2	$480K	Buy	41,526 +1,237	+3%	+$14.3K	0.29%	84
2024 Q1	$479K	Hold	40,289	–	–	0.29%	84
2023 Q4	$462K	Buy	40,289 +449	+1%	+$4.9K	0.3%	84
2023 Q3	$436K	Hold	39,840	–	–	0.31%	80
2023 Q2	$453K	Hold	39,840	–	–	0.31%	82
2023 Q1	$457K	Hold	39,840	–	–	0.35%	80
2022 Q4	$445K	Hold	39,840	–	–	0.36%	75
2022 Q3	$473K	Sell	39,840 -180	-0.4%	-$2.27K	0.42%	73
2022 Q2	$494K	Buy	40,020 +100	+0.3%	+$1.26K	0.36%	74
2022 Q1	$542K	Hold	39,920	–	–	0.35%	72
2021 Q4	$599K	Hold	39,920	–	–	0.36%	74
2021 Q3	$600K	Buy	39,920 +2,755	+7%	+$41.8K	0.39%	71
2021 Q2	$569K	Hold	37,165	–	–	0.23%	71
2021 Q1	$557K	Buy	37,165 +23,600	+174%	+$351K	0.23%	71
2020 Q4	$207K	Buy	13,565 +3,445	+34%	+$51.7K	0.09%	72
2020 Q3	$149K	Buy	+10,120	New	+$148K	0.06%	71

Other funds holding PGX

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

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Stonebridge Advisors Wilton, Connecticut $83M AUM 1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

TLP

Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return

MWM

Manske Wealth Management Houston, Texas $403M AUM 27.32% 1-Year Est. Return

Argus Investors Counsel's PGX Position: Q2 2026 in Review

Argus Investors Counsel reduced its Invesco Preferred ETF (PGX) stake by 0.05% in Q2 2026, selling an estimated $221 and leaving 36,834 shares worth $399K. The position accounts for 0.31% of the portfolio, ranked #72.

Argus Investors Counsel first reported a position in PGX in Q3 2020 and has held it in 24 quarters since. The position peaked at $600K in Q3 2021. 268 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Argus Investors Counsel held 36,834 shares of Invesco Preferred ETF worth $399K as of Q2 2026.
Argus Investors Counsel sold 20 Invesco Preferred ETF shares in Q2 2026, an estimated $221.
Invesco Preferred ETF made up 0.31% of Argus Investors Counsel's portfolio in Q2 2026, its #72 holding.
Argus Investors Counsel first reported a position in Invesco Preferred ETF in Q3 2020 and has held it in 24 quarters since.
Argus Investors Counsel's Invesco Preferred ETF position peaked at $600K in Q3 2021.
268 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Argus Investors Counsel's 13F filing for Q2 2026, filed 31 Jul 2026.