Citadel Advisors
PGX icon

Citadel Advisors’s Invesco Preferred ETF PGX Stock Holding History

Citadel 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
Q2 		$121K Buy
+11,200
New +$124K ﹤0.01% 12521
2025
Q3 		– Sell
-31,200
Closed -$347K – 13774
2025
Q2 		$347K Sell
31,200
-8,400
-21% -$92.6K ﹤0.01% 9459
2025
Q1 		$444K Sell
39,600
-15,300
-28% -$177K ﹤0.01% 8736
2024
Q4 		$633K Buy
54,900
+33,600
+158% +$404K ﹤0.01% 8027
2024
Q3 		$263K Buy
21,300
+19,100
+868% +$228K ﹤0.01% 9585
2024
Q2 		$25.4K Sell
2,200
-11,600
-84% -$134K ﹤0.01% 12425
2024
Q1 		$164K Buy
13,800
+4,100
+42% +$48.3K ﹤0.01% 10632
2023
Q4 		$111K Sell
9,700
-14,500
-60% -$158K ﹤0.01% 10797
2023
Q3 		$265K Buy
24,200
+3,300
+16% +$36.9K ﹤0.01% 9383
2023
Q2 		$238K Sell
20,900
-41,100
-66% -$466K ﹤0.01% 9515
2023
Q1 		$712K Buy
+62,000
New +$744K ﹤0.01% 7524

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

Citadel Advisors's PGX Position: Q2 2026 in Review

Citadel Advisors sold out of Invesco Preferred ETF (PGX) in Q2 2026, closing a stake of 435,531 shares — an estimated $4.81M sold.

Citadel Advisors first reported a position in PGX in Q4 2016 and held it in 20 quarters. The position peaked at $5.11M in Q4 2018. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Citadel Advisors reported no remaining Invesco Preferred ETF position as of Q2 2026 after selling out during the quarter.
  • Citadel Advisors sold 435,531 Invesco Preferred ETF shares in Q2 2026, an estimated $4.81M.
  • Citadel Advisors first reported a position in Invesco Preferred ETF in Q4 2016 and held it in 20 quarters.
  • Citadel Advisors's Invesco Preferred ETF position peaked at $5.11M in Q4 2018.
  • 408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.