Cane Capital Partners’s Invesco Preferred ETF PGX Stock Holding History

Cane Capital Partners’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	$894K	Sell	82,517 -1,057	-1%	-$11.7K	0.35%	61
2026 Q1	$909K	Sell	83,574 -2,133	-2%	-$24.1K	0.4%	49
2025 Q4	$963K	Buy	+85,707	New	+$977K	0.38%	50

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

Cane Capital Partners's PGX Position: Q2 2026 in Review

Cane Capital Partners reduced its Invesco Preferred ETF (PGX) stake by 1.3% in Q2 2026, selling an estimated $11.7K and leaving 82,517 shares worth $894K. The position accounts for 0.35% of the portfolio, ranked #61.

Cane Capital Partners first reported a position in PGX in Q4 2025 and has held it in 3 quarters since. The position peaked at $963K in Q4 2025. 406 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Cane Capital Partners held 82,517 shares of Invesco Preferred ETF worth $894K as of Q2 2026.
Cane Capital Partners sold 1,057 Invesco Preferred ETF shares in Q2 2026, an estimated $11.7K.
Invesco Preferred ETF made up 0.35% of Cane Capital Partners's portfolio in Q2 2026, its #61 holding.
Cane Capital Partners first reported a position in Invesco Preferred ETF in Q4 2025 and has held it in 3 quarters since.
Cane Capital Partners's Invesco Preferred ETF position peaked at $963K in Q4 2025.
406 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Cane Capital Partners's 13F filing for Q2 2026, filed 5 Aug 2026.