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Brighton Jones LLC’s Invesco Preferred ETF PGX Stock Holding History

Brighton Jones LLC’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 		$633K Buy
58,373
+543
+0.9% +$5.99K 0.01% 700
2026
Q1 		$629K Buy
+57,830
New +$654K 0.01% 601
2025
Q4 		– Sell
-56,056
Closed -$650K – 704
2025
Q3 		$650K Buy
56,056
+808
+1% +$9.26K 0.02% 539
2025
Q2 		$615K Buy
55,248
+792
+1% +$8.73K 0.02% 469
2025
Q1 		$611K Buy
54,456
+128
+0.2% +$1.48K 0.02% 346
2024
Q4 		$626K Buy
+54,328
New +$654K 0.02% 346
2024
Q3 		– Sell
-52,115
Closed -$602K – 646
2024
Q2 		$602K Sell
52,115
-2,742
-5% -$31.7K 0.02% 313
2024
Q1 		$652K Buy
54,857
+718
+1% +$8.46K 0.02% 296
2023
Q4 		$621K Buy
54,139
+1,077
+2% +$11.8K 0.03% 277
2023
Q3 		$581K Buy
53,062
+849
+2% +$9.49K 0.03% 259
2023
Q2 		$594K Buy
52,213
+842
+2% +$9.55K 0.03% 268
2023
Q1 		$590K Buy
51,371
+767
+2% +$9.21K 0.03% 253
2022
Q4 		$566K Buy
50,604
+36,767
+266% +$425K 0.03% 232
2022
Q3 		$164K Buy
+13,837
New +$174K 0.01% 435
2020
Q2 		– Sell
-34,561
Closed -$455K – 309
2020
Q1 		$455K Buy
34,561
+448
+1% +$6.44K 0.05% 174
2019
Q4 		$512K Buy
34,113
+3,085
+10% +$46K 0.06% 173
2019
Q3 		$466K Buy
31,028
+7,493
+32% +$112K 0.05% 173
2019
Q2 		$344K Buy
23,535
+3,944
+20% +$57.6K 0.04% 206
2019
Q1 		$284K Buy
19,591
+276
+1% +$3.93K 0.03% 233
2018
Q4 		$260K Buy
19,315
+289
+2% +$3.99K 0.04% 213
2018
Q3 		$272K Buy
19,026
+264
+1% +$3.83K 0.03% 216
2018
Q2 		$273K Buy
18,762
+220
+1% +$3.19K 0.04% 240
2018
Q1 		$271K Sell
18,542
-3,216
-15% -$46.9K 0.04% 230
2017
Q4 		$323K Sell
21,758
-633
-3% -$9.48K 0.04% 199
2017
Q3 		$337K Buy
+22,391
New +$338K 0.04% 193

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

Brighton Jones LLC's PGX Position: Q2 2026 in Review

Brighton Jones LLC increased its Invesco Preferred ETF (PGX) stake by 0.94% in Q2 2026, buying an estimated $5.99K and bringing the position to 58,373 shares worth $633K. The position accounts for 0.01% of the portfolio, ranked #700.

Brighton Jones LLC first reported a position in PGX in Q3 2017 and has held it in 25 quarters since. The position peaked at $652K in Q1 2024. 410 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Brighton Jones LLC held 58,373 shares of Invesco Preferred ETF worth $633K as of Q2 2026.
  • Brighton Jones LLC bought 543 Invesco Preferred ETF shares in Q2 2026, an estimated $5.99K.
  • Invesco Preferred ETF made up 0.01% of Brighton Jones LLC's portfolio in Q2 2026, its #700 holding.
  • Brighton Jones LLC first reported a position in Invesco Preferred ETF in Q3 2017 and has held it in 25 quarters since.
  • Brighton Jones LLC's Invesco Preferred ETF position peaked at $652K in Q1 2024.
  • 410 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.