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Arkos Global Advisors’s Invesco Preferred ETF PGX Stock Holding History

Arkos Global 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 		$2.44M Sell
225,179
-87,497
-28% -$965K 0.29% 31
2026
Q1 		$3.4M Sell
312,676
-90,022
-22% -$1.02M 0.43% 26
2025
Q4 		$4.53M Sell
402,698
-49,663
-11% -$566K 0.58% 25
2025
Q3 		$5.25M Sell
452,361
-129,310
-22% -$1.48M 0.67% 24
2025
Q2 		$6.47M Sell
581,671
-37,901
-6% -$418K 0.9% 21
2025
Q1 		$6.95M Sell
619,572
-774
-0.1% -$8.96K 1.02% 19
2024
Q4 		$7.15M Sell
620,346
-40,330
-6% -$485K 1.04% 19
2024
Q3 		$8.16M Buy
660,676
+3,491
+0.5% +$41.7K 1.18% 18
2024
Q2 		$7.59M Buy
657,185
+1,815
+0.3% +$21K 1.23% 17
2024
Q1 		$7.79M Buy
655,370
+10,607
+2% +$125K 1.3% 17
2023
Q4 		$7.39M Sell
644,763
-254,325
-28% -$2.78M 1.35% 17
2023
Q3 		$9.85M Sell
899,088
-15,784
-2% -$177K 2.01% 9
2023
Q2 		$10.4M Buy
914,872
+419,165
+85% +$4.76M 2.01% 10
2023
Q1 		$5.69M Buy
495,707
+156,447
+46% +$1.88M 1.15% 18
2022
Q4 		$3.79M Buy
339,260
+30,822
+10% +$356K 0.97% 16
2022
Q3 		$3.66M Sell
308,438
-4,599
-1% -$57.9K 1.09% 14
2022
Q2 		$3.86M Sell
313,037
-145,859
-32% -$1.83M 1.1% 13
2022
Q1 		$6.23M Buy
458,896
+25,506
+6% +$355K 1.63% 12
2021
Q4 		$6.5M Sell
433,390
-1,602
-0.4% -$23.9K 1.98% 11
2021
Q3 		$6.54M Buy
434,992
+14,153
+3% +$215K 2.19% 10
2021
Q2 		$6.45M Buy
420,839
+4,170
+1% +$63.1K 2.23% 10
2021
Q1 		$6.25M Buy
416,669
+41,710
+11% +$620K 2.4% 9
2020
Q4 		$5.72M Sell
374,959
-856
-0.2% -$12.8K 2.34% 8
2020
Q3 		$5.54M Buy
375,815
+64,078
+21% +$940K 2.54% 8
2020
Q2 		$4.4M Buy
311,737
+74,597
+31% +$1.05M 2.29% 8
2020
Q1 		$3.12M Sell
237,140
-36,339
-13% -$523K 2.05% 9
2019
Q4 		$4.11M Buy
273,479
+60,598
+28% +$905K 2.68% 12
2019
Q3 		$3.2M Buy
212,881
+9,503
+5% +$141K 2.27% 13
2019
Q2 		$2.98M Sell
203,378
-3,466
-2% -$50.6K 2.19% 14
2019
Q1 		$3M Buy
206,844
+25,524
+14% +$363K 2.25% 10
2018
Q4 		$2.44M Buy
+181,320
New +$2.5M 1.99% 13

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CC
Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
LPL Financial
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

Arkos Global Advisors's PGX Position: Q2 2026 in Review

Arkos Global Advisors reduced its Invesco Preferred ETF (PGX) stake by 28% in Q2 2026, selling an estimated $965K and leaving 225,179 shares worth $2.44M. The position accounts for 0.29% of the portfolio, ranked #31.

Arkos Global Advisors first reported a position in PGX in Q4 2018 and has held it in 31 quarters since. The position peaked at $10.4M in Q2 2023. 407 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Arkos Global Advisors held 225,179 shares of Invesco Preferred ETF worth $2.44M as of Q2 2026.
  • Arkos Global Advisors sold 87,497 Invesco Preferred ETF shares in Q2 2026, an estimated $965K.
  • Invesco Preferred ETF made up 0.29% of Arkos Global Advisors's portfolio in Q2 2026, its #31 holding.
  • Arkos Global Advisors first reported a position in Invesco Preferred ETF in Q4 2018 and has held it in 31 quarters since.
  • Arkos Global Advisors's Invesco Preferred ETF position peaked at $10.4M in Q2 2023.
  • 407 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Arkos Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.