Coastal Bridge Advisors’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
Other funds holding PGX
BI
SAMC
Coastal Bridge Advisors's PGX Position: Q1 2026 in Review
Coastal Bridge Advisors increased its Invesco Preferred ETF (PGX) stake by 1.6% in Q1 2026, buying an estimated $2.49K and bringing the position to 14,339 shares worth $156K. The position accounts for 0.01% of the portfolio, ranked #434.
Coastal Bridge Advisors first reported a position in PGX in Q1 2025 and has held it in 5 quarters since. The position peaked at $231K in Q3 2025. 414 funds tracked by Wall St. Rank hold PGX as of Q1 2026.
- Coastal Bridge Advisors held 14,339 shares of Invesco Preferred ETF worth $156K as of Q1 2026.
- Coastal Bridge Advisors bought 220 Invesco Preferred ETF shares in Q1 2026, an estimated $2.49K.
- Invesco Preferred ETF made up 0.01% of Coastal Bridge Advisors's portfolio in Q1 2026, its #434 holding.
- Coastal Bridge Advisors first reported a position in Invesco Preferred ETF in Q1 2025 and has held it in 5 quarters since.
- Coastal Bridge Advisors's Invesco Preferred ETF position peaked at $231K in Q3 2025.
- 414 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.
Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.