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Checchi Capital Advisers’s Invesco Preferred ETF PGX Stock Holding History

Checchi Capital Advisers’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 		$17M Buy
1,569,752
+179,978
+13% +$1.99M 0.77% 24
2026
Q1 		$15.1M Buy
1,389,774
+44,155
+3% +$499K 0.76% 29
2025
Q4 		$15.1M Sell
1,345,619
-205,288
-13% -$2.34M 0.77% 27
2025
Q3 		$18M Buy
1,550,907
+93,853
+6% +$1.08M 0.94% 24
2025
Q2 		$16.2M Buy
1,457,054
+63,366
+5% +$698K 0.91% 26
2025
Q1 		$15.6M Buy
1,393,688
+240,963
+21% +$2.79M 0.82% 26
2024
Q4 		$13.3M Sell
1,152,725
-174,688
-13% -$2.1M 0.77% 27
2024
Q3 		$16.4M Buy
1,327,413
+93,196
+8% +$1.11M 0.92% 21
2024
Q2 		$14.3M Buy
1,234,217
+55,032
+5% +$636K 0.71% 25
2024
Q1 		$14M Buy
1,179,185
+120,356
+11% +$1.42M 1.09% 21
2023
Q4 		$12.1M Buy
1,058,829
+91,845
+9% +$1M 0.99% 25
2023
Q3 		$10.6M Buy
966,984
+130,751
+16% +$1.46M 0.98% 28
2023
Q2 		$9.51M Buy
836,233
+104,565
+14% +$1.19M 0.85% 27
2023
Q1 		$8.4M Sell
731,668
-35,357
-5% -$424K 0.81% 32
2022
Q4 		$8.58M Buy
767,025
+380,278
+98% +$4.4M 0.89% 27
2022
Q3 		$4.59M Sell
386,747
-600,317
-61% -$7.56M 0.43% 57
2022
Q2 		$12.9M Buy
987,064
+117,228
+13% +$1.47M 1.12% 16
2022
Q1 		$11.8M Buy
869,836
+116,015
+15% +$1.62M 1% 19
2021
Q4 		$11.3M Buy
753,821
+135,826
+22% +$2.02M 0.99% 19
2021
Q3 		$9.29M Buy
617,995
+43,912
+8% +$667K 0.92% 21
2021
Q2 		$8.79M Buy
574,083
+115,117
+25% +$1.74M 0.87% 22
2021
Q1 		$6.88M Buy
458,966
+162,748
+55% +$2.42M 0.68% 22
2020
Q4 		$4.52M Buy
296,218
+256,998
+655% +$3.86M 0.47% 36
2020
Q3 		$578K Buy
39,220
+18,790
+92% +$276K 0.06% 189
2020
Q2 		$288K Buy
+20,430
New +$286K 0.03% 313

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

Checchi Capital Advisers's PGX Position: Q2 2026 in Review

Checchi Capital Advisers increased its Invesco Preferred ETF (PGX) stake by 13% in Q2 2026, buying an estimated $1.99M and bringing the position to 1,569,752 shares worth $17M. The position accounts for 0.77% of the portfolio, ranked #24.

Checchi Capital Advisers first reported a position in PGX in Q2 2020 and has held it in 25 quarters since. The position peaked at $18M in Q3 2025. 407 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Checchi Capital Advisers held 1,569,752 shares of Invesco Preferred ETF worth $17M as of Q2 2026.
  • Checchi Capital Advisers bought 179,978 Invesco Preferred ETF shares in Q2 2026, an estimated $1.99M.
  • Invesco Preferred ETF made up 0.77% of Checchi Capital Advisers's portfolio in Q2 2026, its #24 holding.
  • Checchi Capital Advisers first reported a position in Invesco Preferred ETF in Q2 2020 and has held it in 25 quarters since.
  • Checchi Capital Advisers's Invesco Preferred ETF position peaked at $18M in Q3 2025.
  • 407 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.