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Coastwise Capital Group’s Invesco Preferred ETF PGX Stock Holding History

Coastwise Capital Group’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 		$572K Buy
52,802
+535
+1% +$5.9K 0.33% 68
2026
Q1 		$569K Buy
52,267
+113
+0.2% +$1.28K 0.32% 66
2025
Q4 		$586K Buy
52,154
+572
+1% +$6.52K 0.29% 72
2025
Q3 		$598K Sell
51,582
-2,406
-4% -$27.6K 0.42% 57
2025
Q2 		$601K Sell
53,988
-3,006
-5% -$33.1K 0.48% 54
2025
Q1 		$639K Sell
56,994
-1,293
-2% -$15K 0.54% 51
2024
Q4 		$672K Sell
58,287
-7,067
-11% -$85K 0.54% 48
2024
Q3 		$807K Sell
65,354
-396
-0.6% -$4.73K 0.66% 39
2024
Q2 		$759K Sell
65,750
-6,333
-9% -$73.2K 0.72% 38
2024
Q1 		$856K Buy
72,083
+635
+0.9% +$7.48K 0.79% 35
2023
Q4 		$820K Sell
71,448
-14,212
-17% -$155K 0.84% 36
2023
Q3 		$938K Sell
85,660
-1,427
-2% -$16K 1.07% 25
2023
Q2 		$990K Buy
87,087
+1,427
+2% +$16.2K 1.12% 24
2023
Q1 		$983K Sell
85,660
-7,866
-8% -$94.4K 1.12% 27
2022
Q4 		$1.05M Sell
93,526
-2,269
-2% -$26.2K 1.24% 21
2022
Q3 		$1.14M Sell
95,795
-2,055
-2% -$25.9K 1.8% 16
2022
Q2 		$1.21M Buy
97,850
+1,293
+1% +$16.3K 1.47% 17
2022
Q1 		$1.31M Buy
+96,557
New +$1.34M 1.63% 14

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

Coastwise Capital Group's PGX Position: Q2 2026 in Review

Coastwise Capital Group increased its Invesco Preferred ETF (PGX) stake by 1% in Q2 2026, buying an estimated $5.9K and bringing the position to 52,802 shares worth $572K. The position accounts for 0.33% of the portfolio, ranked #68.

Coastwise Capital Group first reported a position in PGX in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.31M in Q1 2022. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Coastwise Capital Group held 52,802 shares of Invesco Preferred ETF worth $572K as of Q2 2026.
  • Coastwise Capital Group bought 535 Invesco Preferred ETF shares in Q2 2026, an estimated $5.9K.
  • Invesco Preferred ETF made up 0.33% of Coastwise Capital Group's portfolio in Q2 2026, its #68 holding.
  • Coastwise Capital Group first reported a position in Invesco Preferred ETF in Q1 2022 and has held it in 18 quarters since.
  • Coastwise Capital Group's Invesco Preferred ETF position peaked at $1.31M in Q1 2022.
  • 408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.