Cerity Partners’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
Other funds holding PGX
BI
CC
SAMC
Cerity Partners's PGX Position: Q2 2026 in Review
Cerity Partners reduced its Invesco Preferred ETF (PGX) stake by 14% in Q2 2026, selling an estimated $204K and leaving 112,055 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #1883.
Cerity Partners first reported a position in PGX in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.7M in Q4 2022. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.
- Cerity Partners held 112,055 shares of Invesco Preferred ETF worth $1.21M as of Q2 2026.
- Cerity Partners sold 18,501 Invesco Preferred ETF shares in Q2 2026, an estimated $204K.
- Invesco Preferred ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1883 holding.
- Cerity Partners first reported a position in Invesco Preferred ETF in Q4 2022 and has held it in 15 quarters since.
- Cerity Partners's Invesco Preferred ETF position peaked at $11.7M in Q4 2022.
- 408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.
Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.