Coastal Bridge Advisors’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
Other funds holding PGX
BI
CC
SAMC
Coastal Bridge Advisors's PGX Position: Q2 2026 in Review
Coastal Bridge Advisors increased its Invesco Preferred ETF (PGX) stake by 7.2% in Q2 2026, buying an estimated $11.4K and bringing the position to 15,368 shares worth $167K. The position accounts for 0.01% of the portfolio, ranked #453.
Coastal Bridge Advisors first reported a position in PGX in Q1 2025 and has held it in 6 quarters since. The position peaked at $231K in Q3 2025. 410 funds tracked by Wall St. Rank hold PGX as of Q2 2026.
- Coastal Bridge Advisors held 15,368 shares of Invesco Preferred ETF worth $167K as of Q2 2026.
- Coastal Bridge Advisors bought 1,029 Invesco Preferred ETF shares in Q2 2026, an estimated $11.4K.
- Invesco Preferred ETF made up 0.01% of Coastal Bridge Advisors's portfolio in Q2 2026, its #453 holding.
- Coastal Bridge Advisors first reported a position in Invesco Preferred ETF in Q1 2025 and has held it in 6 quarters since.
- Coastal Bridge Advisors's Invesco Preferred ETF position peaked at $231K in Q3 2025.
- 410 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.
Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.