Ausdal Financial Partners’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
Q1 | $184K | Sell |
16,876
-17,661
| -51% | -$200K | 0.01% | 948 |
|
|
2025
Q4 | $388K | Buy |
34,537
+390
| +1% | +$4.45K | 0.02% | 639 |
|
|
2025
Q3 | $396K | Buy |
34,147
+2,431
| +8% | +$27.8K | 0.02% | 627 |
|
|
2025
Q2 | $353K | Sell |
31,716
-33,366
| -51% | -$368K | 0.02% | 511 |
|
|
2025
Q1 | $730K | Buy |
65,082
+29,596
| +83% | +$342K | 0.06% | 292 |
|
|
2024
Q4 | $409K | Buy |
35,486
+7,795
| +28% | +$93.8K | 0.04% | 399 |
|
|
2024
Q3 | $342K | Buy |
27,691
+314
| +1% | +$3.75K | 0.04% | 383 |
|
|
2024
Q2 | $316K | Buy |
27,377
+466
| +2% | +$5.39K | 0.03% | 376 |
|
|
2024
Q1 | $320K | Sell |
26,911
-196
| -0.7% | -$2.31K | 0.04% | 361 |
|
|
2023
Q4 | $311K | Buy |
27,107
+1,396
| +5% | +$15.2K | 0.04% | 342 |
|
|
2023
Q3 | $282K | Buy |
25,711
+584
| +2% | +$6.53K | 0.04% | 351 |
|
|
2023
Q2 | $286K | Buy |
25,127
+2,959
| +13% | +$33.6K | 0.04% | 336 |
|
|
2023
Q1 | $254K | Buy |
22,168
+2,455
| +12% | +$29.5K | 0.04% | 373 |
|
|
2022
Q4 | $220K | Buy |
19,713
+282
| +1% | +$3.26K | 0.03% | 401 |
|
|
2022
Q3 | $231K | Sell |
19,431
-40
| -0.2% | -$503 | 0.04% | 383 |
|
|
2022
Q2 | $240K | Sell |
19,471
-5,338
| -22% | -$67.1K | 0.04% | 387 |
|
|
2022
Q1 | $337K | Sell |
24,809
-3,097
| -11% | -$43.1K | 0.05% | 345 |
|
|
2021
Q4 | $419K | Sell |
27,906
-1,241
| -4% | -$18.5K | 0.06% | 313 |
|
|
2021
Q3 | $438K | Buy |
29,147
+640
| +2% | +$9.71K | 0.07% | 295 |
|
|
2021
Q2 | $437K | Buy |
28,507
+4,187
| +17% | +$63.3K | 0.07% | 286 |
|
|
2021
Q1 | $365K | Buy |
24,320
+5,653
| +30% | +$84.1K | 0.06% | 305 |
|
|
2020
Q4 | $285K | Sell |
18,667
-322
| -2% | -$4.83K | 0.06% | 320 |
|
|
2020
Q3 | $280K | Buy |
18,989
+2,693
| +17% | +$39.5K | 0.07% | 273 |
|
|
2020
Q2 | $230K | Buy |
16,296
+847
| +5% | +$11.9K | 0.08% | 246 |
|
|
2020
Q1 | $214K | Buy |
15,449
+691
| +5% | +$9.94K | 0.08% | 245 |
|
|
2019
Q4 | $222K | Buy |
14,758
+3,288
| +29% | +$49.1K | 0.07% | 285 |
|
|
2019
Q3 | $172K | Sell |
11,470
-919
| -7% | -$13.7K | 0.06% | 288 |
|
|
2019
Q2 | $184K | Buy |
12,389
+1,221
| +11% | +$17.8K | 0.07% | 276 |
|
|
2019
Q1 | $162K | Buy |
+11,168
| New | +$159K | 0.07% | 258 |
|
|
2018
Q3 | – | Sell |
-10,454
| Closed | -$152K | – | 437 |
|
|
2018
Q2 | $152K | Buy |
+10,454
| New | +$151K | 0.05% | 386 |
|
|
2017
Q2 | – | Sell |
-11,370
| Closed | -$168K | – | 323 |
|
|
2017
Q1 | $168K | Sell |
11,370
-17,641
| -61% | -$258K | 0.08% | 266 |
|
|
2016
Q4 | $413K | Sell |
29,011
-23,372
| -45% | -$340K | 0.19% | 133 |
|
|
2016
Q3 | $793K | Buy |
52,383
+19,074
| +57% | +$292K | 0.4% | 67 |
|
|
2016
Q2 | $508K | Buy |
+33,309
| New | +$500K | 0.26% | 99 |
|
|
2016
Q1 | – | Sell |
-835
| Closed | -$12K | – | 802 |
|
|
2015
Q4 | $12K | Buy |
+835
| New | +$12.3K | 0.01% | 864 |
|
Other funds holding PGX
BI
SAMC
Ausdal Financial Partners's PGX Position: Q1 2026 in Review
Ausdal Financial Partners reduced its Invesco Preferred ETF (PGX) stake by 51% in Q1 2026, selling an estimated $200K and leaving 16,876 shares worth $184K. The position accounts for 0.01% of the portfolio, ranked #948.
Ausdal Financial Partners first reported a position in PGX in Q4 2015 and has held it in 35 quarters since. The position peaked at $793K in Q3 2016. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.
- Ausdal Financial Partners held 16,876 shares of Invesco Preferred ETF worth $184K as of Q1 2026.
- Ausdal Financial Partners sold 17,661 Invesco Preferred ETF shares in Q1 2026, an estimated $200K.
- Invesco Preferred ETF made up 0.01% of Ausdal Financial Partners's portfolio in Q1 2026, its #948 holding.
- Ausdal Financial Partners first reported a position in Invesco Preferred ETF in Q4 2015 and has held it in 35 quarters since.
- Ausdal Financial Partners's Invesco Preferred ETF position peaked at $793K in Q3 2016.
- 413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.
Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.