Costello Asset Management’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
Other funds holding PGX
BI
SAMC
Costello Asset Management's PGX Position: Q1 2026 in Review
Costello Asset Management increased its Invesco Preferred ETF (PGX) stake by 2% in Q1 2026, buying an estimated $11 and bringing the position to 51 shares worth $553. The position accounts for ﹤0.01% of the portfolio, ranked #666.
Costello Asset Management first reported a position in PGX in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.03K in Q1 2025. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.
- Costello Asset Management held 51 shares of Invesco Preferred ETF worth $553 as of Q1 2026.
- Costello Asset Management bought 1 Invesco Preferred ETF share in Q1 2026, an estimated $11.
- Invesco Preferred ETF made up ﹤0.01% of Costello Asset Management's portfolio in Q1 2026, its #666 holding.
- Costello Asset Management first reported a position in Invesco Preferred ETF in Q1 2025 and has held it in 5 quarters since.
- Costello Asset Management's Invesco Preferred ETF position peaked at $1.03K in Q1 2025.
- 413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.
Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.