Conestoga Capital Advisors’s Invesco Preferred ETF PGX Stock Holding History

Conestoga Capital 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	-11,350	Closed	-$123K	–	120
2026 Q1	$123K	Hold	11,350	–	–	﹤0.01%	114
2025 Q4	$128K	Buy	+11,350	New	+$129K	﹤0.01%	121
2022 Q3	–	Sell	-11,350	Closed	-$140K	–	137
2022 Q2	$140K	Buy	+11,350	New	+$143K	﹤0.01%	139
2021 Q4	–	Sell	-11,350	Closed	-$171K	–	150
2021 Q3	$171K	Hold	11,350	–	–	﹤0.01%	145
2021 Q2	$174K	Hold	11,350	–	–	﹤0.01%	144
2021 Q1	$170K	Buy	+11,350	New	+$169K	﹤0.01%	141

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Conestoga Capital Advisors's PGX Position: Q2 2026 in Review

Conestoga Capital Advisors sold out of Invesco Preferred ETF (PGX) in Q2 2026, closing a stake of 11,350 shares — an estimated $123K sold.

Conestoga Capital Advisors first reported a position in PGX in Q1 2021 and held it in 6 quarters. The position peaked at $174K in Q2 2021. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Conestoga Capital Advisors reported no remaining Invesco Preferred ETF position as of Q2 2026 after selling out during the quarter.
Conestoga Capital Advisors sold 11,350 Invesco Preferred ETF shares in Q2 2026, an estimated $123K.
Conestoga Capital Advisors first reported a position in Invesco Preferred ETF in Q1 2021 and held it in 6 quarters.
Conestoga Capital Advisors's Invesco Preferred ETF position peaked at $174K in Q2 2021.
408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Conestoga Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.