Autumn Glory Partners’s Invesco Preferred ETF PGX Stock Holding History

Autumn Glory Partners’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	$257K	Hold	23,627	–	–	0.09%	176
2025 Q4	$266K	Hold	23,627	–	–	0.09%	175
2025 Q3	$274K	Hold	23,627	–	–	0.11%	161
2025 Q2	$263K	Hold	23,627	–	–	0.12%	158
2025 Q1	$265K	Hold	23,627	–	–	0.13%	147
2024 Q4	$272K	Hold	23,627	–	–	0.13%	148
2024 Q3	$292K	Sell	23,627 -566	-2%	-$6.75K	0.11%	167
2024 Q2	$279K	Hold	24,193	–	–	0.14%	135
2024 Q1	$287K	Hold	24,193	–	–	0.14%	127
2023 Q4	$281K	Hold	24,193	–	–	0.16%	129
2023 Q3	$265K	Buy	+24,193	New	+$271K	0.16%	123

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

Autumn Glory Partners's PGX Position: Q1 2026 in Review

Autumn Glory Partners held its Invesco Preferred ETF (PGX) position steady in Q1 2026 at 23,627 shares worth $257K. The position accounts for 0.09% of the portfolio, ranked #176.

Autumn Glory Partners first reported a position in PGX in Q3 2023 and has held it in 11 quarters since. The position peaked at $292K in Q3 2024. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

Autumn Glory Partners held 23,627 shares of Invesco Preferred ETF worth $257K as of Q1 2026.
Autumn Glory Partners left its Invesco Preferred ETF share count unchanged in Q1 2026.
Invesco Preferred ETF made up 0.09% of Autumn Glory Partners's portfolio in Q1 2026, its #176 holding.
Autumn Glory Partners first reported a position in Invesco Preferred ETF in Q3 2023 and has held it in 11 quarters since.
Autumn Glory Partners's Invesco Preferred ETF position peaked at $292K in Q3 2024.
413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Autumn Glory Partners's 13F filing for Q1 2026, filed 4 May 2026.