Bessemer Group’s Invesco Preferred ETF PGX Stock Holding History

Bessemer Group’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	$37.7M	Hold	3,482,215	–	–	0.05%	228
2026 Q1	$37.9M	Sell	3,482,215 -503	-0%	-$5.68K	0.06%	214
2025 Q4	$39.1M	Hold	3,482,718	–	–	0.06%	207
2025 Q3	$40.4M	Sell	3,482,718 -795	-0%	-$9.11K	0.06%	196
2025 Q2	$38.8M	Buy	3,483,513 +1,298	+0%	+$14.3K	0.06%	198
2025 Q1	$39.1M	Hold	3,482,215	–	–	0.07%	189
2024 Q4	$40.1M	Hold	3,482,215	–	–	0.07%	192
2024 Q3	$43M	Sell	3,482,215 -1,609,000	-32%	-$19.2M	0.07%	188
2024 Q2	$58.8M	Hold	5,091,215	–	–	0.1%	180
2024 Q1	$60.5M	Hold	5,091,215	–	–	0.11%	185
2023 Q4	$58.4M	Hold	5,091,215	–	–	0.11%	187
2023 Q3	$55.7M	Hold	5,091,215	–	–	0.12%	176
2023 Q2	$57.9M	Buy	+5,091,215	New	+$57.8M	0.12%	178
2022 Q3	–	Sell	-10,000	Closed	-$123K	–	2130
2022 Q2	$123K	Buy	+10,000	New	+$126K	﹤0.01%	983
2021 Q4	–	Sell	-8,803,221	Closed	-$132M	–	1947
2021 Q3	$132M	Buy	8,803,221 +462,575	+6%	+$7.02M	0.28%	119
2021 Q2	$128M	Buy	8,340,646 +577,168	+7%	+$8.73M	0.28%	115
2021 Q1	$116M	Buy	7,763,478 +7,762,653	+940,928%	+$115M	0.28%	113
2020 Q4	$13K	Buy	+825	New	+$12.4K	﹤0.01%	1244
2019 Q2	–	Sell	-150	Closed	-$2K	–	1773
2019 Q1	$2K	Sell	150 -13	-8%	-$185	﹤0.01%	1680
2018 Q4	$2K	Sell	163 -136	-45%	-$1.88K	﹤0.01%	1879
2018 Q3	$4K	Buy	+299	New	+$4.34K	﹤0.01%	1715
2016 Q4	–	Sell	-1,000,000	Closed	-$15.1M	–	2023
2016 Q3	$15.1M	Buy	1,000,000 +984,000	+6,150%	+$15M	0.08%	182
2016 Q2	$244K	Buy	+16,000	New	+$240K	﹤0.01%	636

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Bessemer Group's PGX Position: Q2 2026 in Review

Bessemer Group held its Invesco Preferred ETF (PGX) position steady in Q2 2026 at 3,482,215 shares worth $37.7M. The position accounts for 0.05% of the portfolio, ranked #228.

Bessemer Group first reported a position in PGX in Q2 2016 and has held it in 23 quarters since. The position peaked at $132M in Q3 2021. 407 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Bessemer Group held 3,482,215 shares of Invesco Preferred ETF worth $37.7M as of Q2 2026.
Bessemer Group left its Invesco Preferred ETF share count unchanged in Q2 2026.
Invesco Preferred ETF made up 0.05% of Bessemer Group's portfolio in Q2 2026, its #228 holding.
Bessemer Group first reported a position in Invesco Preferred ETF in Q2 2016 and has held it in 23 quarters since.
Bessemer Group's Invesco Preferred ETF position peaked at $132M in Q3 2021.
407 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.