Citadel Advisors
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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 		– Sell
-20,100
Closed -$219K – 14564
2026
Q1 		$219K Buy
+20,100
New +$227K ﹤0.01% 11236
2025
Q2 		– Sell
-42,700
Closed -$479K – 14459
2025
Q1 		$479K Buy
42,700
+25,200
+144% +$292K ﹤0.01% 8567
2024
Q4 		$202K Buy
17,500
+17,400
+17,400% +$209K ﹤0.01% 10444
2024
Q3 		$1.24K Sell
100
-100
-50% -$1.19K ﹤0.01% 13876
2024
Q2 		$2.31K Sell
200
-3,300
-94% -$38.1K ﹤0.01% 13707
2024
Q1 		$41.6K Sell
3,500
-2,900
-45% -$34.2K ﹤0.01% 12357
2023
Q4 		$73.4K Buy
6,400
+3,900
+156% +$42.6K ﹤0.01% 11331
2023
Q3 		$27.4K Sell
2,500
-3,200
-56% -$35.8K ﹤0.01% 12363
2023
Q2 		$64.8K Sell
5,700
-17,100
-75% -$194K ﹤0.01% 11495
2023
Q1 		$262K Buy
+22,800
New +$274K ﹤0.01% 9664

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.