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Camarda Financial Advisors’s Invesco Preferred ETF PGX Stock Holding History

Camarda Financial Advisors’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
Q1 		$270K Buy
24,791
+1,694
+7% +$19.1K 0.14% 97
2025
Q4 		$260K Sell
23,097
-3,818
-14% -$43.5K 0.1% 101
2025
Q3 		$312K Buy
26,915
+2,355
+10% +$27K 0.12% 105
2025
Q2 		$273K Buy
24,560
+6,565
+36% +$72.3K 0.11% 97
2025
Q1 		$202K Buy
+17,995
New +$208K 0.09% 96
2022
Q1 		– Sell
-453,622
Closed -$6.8M – 137
2021
Q4 		$6.8M Buy
453,622
+35,685
+9% +$532K 3.85% 10
2021
Q3 		$6.28M Buy
417,937
+284,953
+214% +$4.33M 4.23% 9
2021
Q2 		$2.04M Buy
132,984
+91,965
+224% +$1.39M 1.26% 13
2021
Q1 		$615K Sell
41,019
-7,033
-15% -$105K 0.44% 71
2020
Q4 		$733K Buy
+48,052
New +$721K 0.62% 47
2019
Q1 		– Sell
-680,697
Closed -$9.17M – 555
2018
Q4 		$9.17M Sell
680,697
-2,581
-0.4% -$35.6K 10.9% 2
2018
Q3 		$9.79M Sell
683,278
-22,819
-3% -$331K 11.1% 2
2018
Q2 		$10.3M Buy
706,097
+2,564
+0.4% +$37.1K 10.8% 2
2018
Q1 		$10.3M Sell
703,533
-290,391
-29% -$4.23M 10.62% 2
2017
Q4 		$14.8M Buy
993,924
+9,962
+1% +$149K 17.68% 1
2017
Q3 		$14.8M Buy
983,962
+39,568
+4% +$597K 15.91% 1
2017
Q2 		$14.3M Buy
944,394
+168,711
+22% +$2.53M 15.26% 1
2017
Q1 		$11.5M Buy
775,683
+344,032
+80% +$5.04M 11.22% 1
2016
Q4 		$6.14M Buy
431,651
+48,546
+13% +$707K 4.18% 2
2016
Q3 		$5.8M Buy
383,105
+342,266
+838% +$5.23M 3.53% 5
2016
Q2 		$622K Buy
+40,839
New +$613K 0.39% 66
2016
Q1 		– Sell
-31,553
Closed -$472K – 297
2015
Q4 		$472K Buy
+31,553
New +$466K 0.29% 71

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Camarda Financial Advisors's PGX Position: Q1 2026 in Review

Camarda Financial Advisors increased its Invesco Preferred ETF (PGX) stake by 7.3% in Q1 2026, buying an estimated $19.1K and bringing the position to 24,791 shares worth $270K. The position accounts for 0.14% of the portfolio, ranked #97.

Camarda Financial Advisors first reported a position in PGX in Q4 2015 and has held it in 22 quarters since. The position peaked at $14.8M in Q3 2017. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

  • Camarda Financial Advisors held 24,791 shares of Invesco Preferred ETF worth $270K as of Q1 2026.
  • Camarda Financial Advisors bought 1,694 Invesco Preferred ETF shares in Q1 2026, an estimated $19.1K.
  • Invesco Preferred ETF made up 0.14% of Camarda Financial Advisors's portfolio in Q1 2026, its #97 holding.
  • Camarda Financial Advisors first reported a position in Invesco Preferred ETF in Q4 2015 and has held it in 22 quarters since.
  • Camarda Financial Advisors's Invesco Preferred ETF position peaked at $14.8M in Q3 2017.
  • 413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Camarda Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.