Atlantic Union Bankshares’s Invesco Preferred ETF PGX Stock Holding History

Atlantic Union Bankshares’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	$783	Hold	72	–	–	﹤0.01%	1607
2025 Q4	$809	Hold	72	–	–	﹤0.01%	1582
2025 Q3	$835	Hold	72	–	–	﹤0.01%	1540
2025 Q2	$801	Buy	+72	New	+$793	﹤0.01%	1136

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Atlantic Union Bankshares's PGX Position: Q1 2026 in Review

Atlantic Union Bankshares held its Invesco Preferred ETF (PGX) position steady in Q1 2026 at 72 shares worth $783. The position accounts for ﹤0.01% of the portfolio, ranked #1607.

Atlantic Union Bankshares first reported a position in PGX in Q2 2025 and has held it in 4 quarters since. The position peaked at $835 in Q3 2025. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

Atlantic Union Bankshares held 72 shares of Invesco Preferred ETF worth $783 as of Q1 2026.
Atlantic Union Bankshares left its Invesco Preferred ETF share count unchanged in Q1 2026.
Invesco Preferred ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q1 2026, its #1607 holding.
Atlantic Union Bankshares first reported a position in Invesco Preferred ETF in Q2 2025 and has held it in 4 quarters since.
Atlantic Union Bankshares's Invesco Preferred ETF position peaked at $835 in Q3 2025.
413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.