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Brighton Securities’s Invesco Preferred ETF PGX Stock Holding History

Brighton Securities’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
Q3 		$1.78M Buy
176,812
+575
+0.3% +$6.1K 0.75% 18
2026
Q2 		$1.91M Buy
176,237
+8,374
+5% +$92.4K 0.82% 18
2026
Q1 		$1.83M Buy
167,863
+14,753
+10% +$167K 0.88% 18
2025
Q4 		$1.72M Sell
153,110
-3,343
-2% -$38.1K 0.85% 16
2025
Q3 		$1.81M Sell
156,453
-9,519
-6% -$109K 0.95% 15
2025
Q2 		$1.85M Sell
165,972
-139,768
-46% -$1.54M 1.01% 14
2025
Q1 		$3.43M Buy
305,740
+30,848
+11% +$357K 1.67% 9
2024
Q4 		$3.17M Buy
+274,892
New +$3.31M 1.54% 9

Other funds holding PGX

IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Brighton Securities's PGX Position: Q3 2026 in Review

Brighton Securities increased its Invesco Preferred ETF (PGX) stake by 0.33% in Q3 2026, buying an estimated $6.1K and bringing the position to 176,812 shares worth $1.78M. The position accounts for 0.75% of the portfolio, ranked #18.

Brighton Securities first reported a position in PGX in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.43M in Q1 2025. 19 funds tracked by Wall St. Rank hold PGX as of Q3 2026.

  • Brighton Securities held 176,812 shares of Invesco Preferred ETF worth $1.78M as of Q3 2026.
  • Brighton Securities bought 575 Invesco Preferred ETF shares in Q3 2026, an estimated $6.1K.
  • Invesco Preferred ETF made up 0.75% of Brighton Securities's portfolio in Q3 2026, its #18 holding.
  • Brighton Securities first reported a position in Invesco Preferred ETF in Q4 2024 and has held it in 8 quarters since.
  • Brighton Securities's Invesco Preferred ETF position peaked at $3.43M in Q1 2025.
  • 19 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2026.

Based on Brighton Securities's 13F filing for Q3 2026, filed 8 Oct 2026.