Costello Asset Management’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
Other funds holding PGX
BI
CC
SAMC
Costello Asset Management's PGX Position: Q2 2026 in Review
Costello Asset Management increased its Invesco Preferred ETF (PGX) stake by 2% in Q2 2026, buying an estimated $11 and bringing the position to 52 shares worth $559. The position accounts for ﹤0.01% of the portfolio, ranked #693.
Costello Asset Management first reported a position in PGX in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.03K in Q1 2025. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.
- Costello Asset Management held 52 shares of Invesco Preferred ETF worth $559 as of Q2 2026.
- Costello Asset Management bought 1 Invesco Preferred ETF share in Q2 2026, an estimated $11.
- Invesco Preferred ETF made up ﹤0.01% of Costello Asset Management's portfolio in Q2 2026, its #693 holding.
- Costello Asset Management first reported a position in Invesco Preferred ETF in Q1 2025 and has held it in 6 quarters since.
- Costello Asset Management's Invesco Preferred ETF position peaked at $1.03K in Q1 2025.
- 408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.
Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.