Beech Hill Advisors’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
$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

Beech Hill Advisors's PGX Position: Q1 2026 in Review

Beech Hill Advisors increased its Invesco Preferred ETF (PGX) stake by 10% in Q1 2026, buying an estimated $52.5K and bringing the position to 49,280 shares worth $536K. The position accounts for 0.27% of the portfolio, ranked #78.

Beech Hill Advisors first reported a position in PGX in Q3 2025 and has held it in 3 quarters since. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

  • Beech Hill Advisors held 49,280 shares of Invesco Preferred ETF worth $536K as of Q1 2026.
  • Beech Hill Advisors bought 4,649 Invesco Preferred ETF shares in Q1 2026, an estimated $52.5K.
  • Invesco Preferred ETF made up 0.27% of Beech Hill Advisors's portfolio in Q1 2026, its #78 holding.
  • Beech Hill Advisors first reported a position in Invesco Preferred ETF in Q3 2025 and has held it in 3 quarters since.
  • 413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Beech Hill Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.