CFS
PGX icon

Coordinated Financial Services’s Invesco Preferred ETF PGX Stock Holding History

Coordinated Financial Services’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
Q1 		$165K Buy
15,132
+570
+4% +$6.44K 0.09% 174
2025
Q4 		$164K Buy
14,562
+2,758
+23% +$31.5K 0.09% 173
2025
Q3 		$137K Buy
11,804
+130
+1% +$1.49K 0.09% 157
2025
Q2 		$130K Buy
11,674
+340
+3% +$3.75K 0.09% 147
2025
Q1 		$127K Buy
11,334
+133
+1% +$1.54K 0.1% 137
2024
Q4 		$129K Buy
+11,201
New +$135K 0.1% 135
2024
Q2 		$152K Buy
13,177
+12
+0.1% +$139 0.13% 129
2024
Q1 		$156K Buy
+13,165
New +$155K 0.14% 132

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Coordinated Financial Services's PGX Position: Q1 2026 in Review

Coordinated Financial Services increased its Invesco Preferred ETF (PGX) stake by 3.9% in Q1 2026, buying an estimated $6.44K and bringing the position to 15,132 shares worth $165K. The position accounts for 0.09% of the portfolio, ranked #174.

Coordinated Financial Services first reported a position in PGX in Q1 2024 and has held it in 8 quarters since. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

  • Coordinated Financial Services held 15,132 shares of Invesco Preferred ETF worth $165K as of Q1 2026.
  • Coordinated Financial Services bought 570 Invesco Preferred ETF shares in Q1 2026, an estimated $6.44K.
  • Invesco Preferred ETF made up 0.09% of Coordinated Financial Services's portfolio in Q1 2026, its #174 holding.
  • Coordinated Financial Services first reported a position in Invesco Preferred ETF in Q1 2024 and has held it in 8 quarters since.
  • 413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.