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Concurrent Investment Advisors’s Invesco Preferred ETF PGX Stock Holding History

Concurrent Investment 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 		$642K Sell
59,206
-11,457
-16% -$126K 0.01% 1258
2026
Q1 		$769K Buy
70,663
+20,228
+40% +$229K 0.01% 998
2025
Q4 		$567K Sell
50,435
-1,544
-3% -$17.6K 0.01% 1093
2025
Q3 		$603K Sell
51,979
-8,389
-14% -$96.1K 0.01% 835
2025
Q2 		$672K Buy
60,368
+5,263
+10% +$58K 0.01% 743
2025
Q1 		$618K Buy
55,105
+41,477
+304% +$480K 0.02% 686
2024
Q4 		$157K Sell
13,628
-4,426
-25% -$53.2K ﹤0.01% 1020
2024
Q3 		$223K Buy
+18,054
New +$215K 0.01% 896

Other funds holding PGX

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
TLP
Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BT
Banque Transatlantique Paris, France $4.66B AUM 33.26% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $472M AUM

Concurrent Investment Advisors's PGX Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Invesco Preferred ETF (PGX) stake by 16% in Q2 2026, selling an estimated $126K and leaving 59,206 shares worth $642K. The position accounts for 0.01% of the portfolio, ranked #1258.

Concurrent Investment Advisors first reported a position in PGX in Q3 2024 and has held it in 8 quarters since. The position peaked at $769K in Q1 2026. 187 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Concurrent Investment Advisors held 59,206 shares of Invesco Preferred ETF worth $642K as of Q2 2026.
  • Concurrent Investment Advisors sold 11,457 Invesco Preferred ETF shares in Q2 2026, an estimated $126K.
  • Invesco Preferred ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1258 holding.
  • Concurrent Investment Advisors first reported a position in Invesco Preferred ETF in Q3 2024 and has held it in 8 quarters since.
  • Concurrent Investment Advisors's Invesco Preferred ETF position peaked at $769K in Q1 2026.
  • 187 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.