Creative Financial Designs’s Invesco Preferred ETF PGX Stock Holding History

Creative Financial Designs’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	$16K	Hold	1,479	–	–	﹤0.01%	1380
2026 Q1	$16.1K	Hold	1,479	–	–	﹤0.01%	1259
2025 Q4	$16.6K	Hold	1,479	–	–	﹤0.01%	1206
2025 Q3	$17.2K	Hold	1,479	–	–	﹤0.01%	1194
2025 Q2	$16.5K	Hold	1,479	–	–	﹤0.01%	1197
2025 Q1	$16.6K	Hold	1,479	–	–	﹤0.01%	1140
2024 Q4	$17.1K	Hold	1,479	–	–	﹤0.01%	1088
2024 Q3	$18.3K	Hold	1,479	–	–	﹤0.01%	1055
2024 Q2	$17.1K	Hold	1,479	–	–	﹤0.01%	1033
2024 Q1	$17.6K	Hold	1,479	–	–	﹤0.01%	1005
2023 Q4	$17K	Buy	+1,479	New	+$16.1K	﹤0.01%	958

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

Creative Financial Designs's PGX Position: Q2 2026 in Review

Creative Financial Designs held its Invesco Preferred ETF (PGX) position steady in Q2 2026 at 1,479 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1380.

Creative Financial Designs first reported a position in PGX in Q4 2023 and has held it in 11 quarters since. The position peaked at $18.3K in Q3 2024. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Creative Financial Designs held 1,479 shares of Invesco Preferred ETF worth $16K as of Q2 2026.
Creative Financial Designs left its Invesco Preferred ETF share count unchanged in Q2 2026.
Invesco Preferred ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1380 holding.
Creative Financial Designs first reported a position in Invesco Preferred ETF in Q4 2023 and has held it in 11 quarters since.
Creative Financial Designs's Invesco Preferred ETF position peaked at $18.3K in Q3 2024.
408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.