Bramshill Investments’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
Q2
$125M Buy
11,489,931
+1,211,727
+12% +$13.4M 9.53% 4
2026
Q1
$112M Buy
10,278,204
+2,957,015
+40% +$33.4M 9.63% 3
2025
Q4
$82.3M Buy
+7,321,189
New +$83.5M 4.65% 8
2024
Q1
Sell
-310
Closed -$3.58K 191
2023
Q4
$3.58K Buy
+310
New +$3.38K ﹤0.01% 178

Other funds holding PGX

Bramshill Investments's PGX Position: Q2 2026 in Review

Bramshill Investments increased its Invesco Preferred ETF (PGX) stake by 12% in Q2 2026, buying an estimated $13.4M and bringing the position to 11,489,931 shares worth $125M. The position accounts for 9.53% of the portfolio, ranked #4.

Bramshill Investments first reported a position in PGX in Q4 2023 and has held it in 4 quarters since. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Bramshill Investments held 11,489,931 shares of Invesco Preferred ETF worth $125M as of Q2 2026.
  • Bramshill Investments bought 1,211,727 Invesco Preferred ETF shares in Q2 2026, an estimated $13.4M.
  • Invesco Preferred ETF made up 9.53% of Bramshill Investments's portfolio in Q2 2026, its #4 holding.
  • Bramshill Investments first reported a position in Invesco Preferred ETF in Q4 2023 and has held it in 4 quarters since.
  • 408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Bramshill Investments's 13F filing for Q2 2026, filed 14 Aug 2026.