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Beech Hill Advisors’s Invesco Preferred ETF PGX Stock Holding History

Beech Hill 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 		$522K Sell
48,122
-1,158
-2% -$12.8K 0.23% 85
2026
Q1 		$536K Buy
49,280
+4,649
+10% +$52.5K 0.27% 78
2025
Q4 		$502K Buy
44,631
+13,218
+42% +$151K 0.24% 78
2025
Q3 		$364K Buy
+31,413
New +$360K 0.17% 82

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

Beech Hill Advisors's PGX Position: Q2 2026 in Review

Beech Hill Advisors reduced its Invesco Preferred ETF (PGX) stake by 2.3% in Q2 2026, selling an estimated $12.8K and leaving 48,122 shares worth $522K. The position accounts for 0.23% of the portfolio, ranked #85.

Beech Hill Advisors first reported a position in PGX in Q3 2025 and has held it in 4 quarters since. The position peaked at $536K in Q1 2026. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Beech Hill Advisors held 48,122 shares of Invesco Preferred ETF worth $522K as of Q2 2026.
  • Beech Hill Advisors sold 1,158 Invesco Preferred ETF shares in Q2 2026, an estimated $12.8K.
  • Invesco Preferred ETF made up 0.23% of Beech Hill Advisors's portfolio in Q2 2026, its #85 holding.
  • Beech Hill Advisors first reported a position in Invesco Preferred ETF in Q3 2025 and has held it in 4 quarters since.
  • Beech Hill Advisors's Invesco Preferred ETF position peaked at $536K in Q1 2026.
  • 408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Beech Hill Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.