Atria Investments’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $146K | Buy |
+13,450
| New | +$148K | ﹤0.01% | 2079 |
|
|
2025
Q2 | – | Sell |
-396,645
| Closed | -$4.45M | – | 2059 |
|
|
2025
Q1 | $4.45M | Sell |
396,645
-118,394
| -23% | -$1.37M | 0.06% | 407 |
|
|
2024
Q4 | $5.94M | Sell |
515,039
-54,394
| -10% | -$654K | 0.07% | 297 |
|
|
2024
Q3 | $7.03M | Buy |
569,433
+23,462
| +4% | +$280K | 0.09% | 262 |
|
|
2024
Q2 | $6.31M | Buy |
545,971
+262,981
| +93% | +$3.04M | 0.08% | 276 |
|
|
2024
Q1 | $3.36M | Buy |
282,990
+5,079
| +2% | +$59.9K | 0.05% | 463 |
|
|
2023
Q4 | $3.19M | Sell |
277,911
-32,600
| -10% | -$356K | 0.05% | 425 |
|
|
2023
Q3 | $3.4M | Buy |
310,511
+21,015
| +7% | +$235K | 0.06% | 387 |
|
|
2023
Q2 | $3.29M | Buy |
289,496
+155,988
| +117% | +$1.77M | 0.06% | 383 |
|
|
2023
Q1 | $1.53M | Buy |
133,508
+14,671
| +12% | +$176K | 0.03% | 643 |
|
|
2022
Q4 | $1.33M | Sell |
118,837
-19,142
| -14% | -$221K | 0.03% | 650 |
|
|
2022
Q3 | $1.64M | Buy |
137,979
+1,375
| +1% | +$17.3K | 0.04% | 552 |
|
|
2022
Q2 | $1.69M | Sell |
136,604
-165,491
| -55% | -$2.08M | 0.04% | 565 |
|
|
2022
Q1 | $4.1M | Buy |
302,095
+3,013
| +1% | +$42K | 0.07% | 331 |
|
|
2021
Q4 | $4.49M | Sell |
299,082
-6,561
| -2% | -$97.8K | 0.08% | 311 |
|
|
2021
Q3 | $4.59M | Buy |
305,643
+49,452
| +19% | +$751K | 0.08% | 277 |
|
|
2021
Q2 | $3.92M | Buy |
256,191
+52,086
| +26% | +$788K | 0.08% | 296 |
|
|
2021
Q1 | $3.06M | Buy |
204,105
+26,011
| +15% | +$387K | 0.07% | 330 |
|
|
2020
Q4 | $2.72M | Buy |
178,094
+2,540
| +1% | +$38.1K | 0.07% | 325 |
|
|
2020
Q3 | $2.59M | Buy |
175,554
+16,437
| +10% | +$241K | 0.08% | 271 |
|
|
2020
Q2 | $2.25M | Buy |
159,117
+14,803
| +10% | +$207K | 0.08% | 284 |
|
|
2020
Q1 | $1.9M | Sell |
144,314
-24,756
| -15% | -$356K | 0.15% | 138 |
|
|
2019
Q4 | $2.54M | Buy |
+169,070
| New | +$2.52M | 0.07% | 249 |
|
|
2019
Q3 | – | Sell |
-12,708
| Closed | -$190K | – | 941 |
|
|
2019
Q2 | $190K | Sell |
12,708
-7,371
| -37% | -$108K | 0.01% | 914 |
|
|
2019
Q1 | $291K | Sell |
20,079
-66,534
| -77% | -$946K | 0.01% | 714 |
|
|
2018
Q4 | $1.17M | Sell |
86,613
-37,711
| -30% | -$520K | 0.05% | 271 |
|
|
2018
Q3 | $1.78M | Sell |
124,324
-114,191
| -48% | -$1.66M | 0.07% | 255 |
|
|
2018
Q2 | $3.47M | Buy |
238,515
+91,830
| +63% | +$1.33M | 0.15% | 124 |
|
|
2018
Q1 | $2.14M | Buy |
146,685
+19,151
| +15% | +$279K | 0.1% | 209 |
|
|
2017
Q4 | $1.9M | Buy |
127,534
+18,107
| +17% | +$271K | 0.09% | 223 |
|
|
2017
Q3 | $1.65M | Sell |
109,427
-35,680
| -25% | -$538K | 0.09% | 225 |
|
|
2017
Q2 | $2.19M | Buy |
145,107
+13,473
| +10% | +$202K | 0.13% | 171 |
|
|
2017
Q1 | $1.95M | Buy |
131,634
+10,888
| +9% | +$159K | 0.13% | 185 |
|
|
2016
Q4 | $1.72M | Buy |
+120,746
| New | +$1.76M | 0.13% | 160 |
|
Other funds holding PGX
BI
CC
SAMC
Atria Investments's PGX Position: Q2 2026 in Review
Atria Investments opened a new position in Invesco Preferred ETF (PGX) in Q2 2026: 13,450 shares worth $146K. The stake represents ﹤0.01% of the portfolio and ranks #2079 among its holdings. This is a return to the name: Atria Investments previously reported a position in PGX as recently as Q1 2025.
Atria Investments first reported a position in PGX in Q4 2016 and has held it in 34 quarters since. The position peaked at $7.03M in Q3 2024. 410 funds tracked by Wall St. Rank hold PGX as of Q2 2026.
- Atria Investments held 13,450 shares of Invesco Preferred ETF worth $146K as of Q2 2026.
- Invesco Preferred ETF was a new Atria Investments position in Q2 2026.
- Invesco Preferred ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #2079 holding.
- Atria Investments first reported a position in Invesco Preferred ETF in Q4 2016 and has held it in 34 quarters since.
- Atria Investments's Invesco Preferred ETF position peaked at $7.03M in Q3 2024.
- 410 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.
Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.