Creative Planning’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.69M | Buy |
523,278
+6,318
| +1% | +$71.4K | ﹤0.01% | 1092 |
|
|
2025
Q4 | $5.81M | Sell |
516,960
-362,243
| -41% | -$4.13M | ﹤0.01% | 901 |
|
|
2025
Q3 | $10.2M | Buy |
879,203
+9,578
| +1% | +$110K | 0.01% | 548 |
|
|
2025
Q2 | $9.68M | Buy |
869,625
+20,235
| +2% | +$223K | 0.01% | 522 |
|
|
2025
Q1 | $9.53M | Sell |
849,390
-38,116
| -4% | -$441K | 0.01% | 492 |
|
|
2024
Q4 | $10.2M | Buy |
887,506
+52,492
| +6% | +$631K | 0.01% | 435 |
|
|
2024
Q3 | $10.3M | Sell |
835,014
-1,089
| -0.1% | -$13K | 0.01% | 430 |
|
|
2024
Q2 | $9.66M | Sell |
836,103
-23,783
| -3% | -$275K | 0.01% | 419 |
|
|
2024
Q1 | $10.2M | Sell |
859,886
-167
| -0% | -$1.97K | 0.01% | 399 |
|
|
2023
Q4 | $9.86M | Sell |
860,053
-25,959
| -3% | -$283K | 0.02% | 380 |
|
|
2023
Q3 | $9.7M | Sell |
886,012
-21,287
| -2% | -$238K | 0.01% | 359 |
|
|
2023
Q2 | $10.3M | Sell |
907,299
-7,289
| -0.8% | -$82.7K | 0.01% | 343 |
|
|
2023
Q1 | $10.5M | Sell |
914,588
-9,701
| -1% | -$116K | 0.02% | 323 |
|
|
2022
Q4 | $10.3M | Buy |
924,289
+32,370
| +4% | +$374K | 0.02% | 332 |
|
|
2022
Q3 | $10.6M | Buy |
891,919
+21,752
| +2% | +$274K | 0.02% | 294 |
|
|
2022
Q2 | $10.7M | Buy |
870,167
+55,143
| +7% | +$693K | 0.02% | 304 |
|
|
2022
Q1 | $11.1M | Sell |
815,024
-39,586
| -5% | -$551K | 0.02% | 301 |
|
|
2021
Q4 | $12.8M | Sell |
854,610
-23,823
| -3% | -$355K | 0.02% | 243 |
|
|
2021
Q3 | $13.2M | Buy |
878,433
+776,582
| +762% | +$11.8M | 0.02% | 227 |
|
|
2021
Q2 | $1.56M | Sell |
101,851
-635,175
| -86% | -$9.61M | ﹤0.01% | 765 |
|
|
2021
Q1 | $11.1M | Sell |
737,026
-4,530
| -0.6% | -$67.4K | 0.02% | 257 |
|
|
2020
Q4 | $11.3M | Buy |
741,556
+16,870
| +2% | +$253K | 0.02% | 237 |
|
|
2020
Q3 | $10.7M | Buy |
724,686
+542,245
| +297% | +$7.95M | 0.03% | 200 |
|
|
2020
Q2 | $2.58M | Buy |
182,441
+119,020
| +188% | +$1.67M | 0.01% | 418 |
|
|
2020
Q1 | $835K | Buy |
63,421
+3,202
| +5% | +$46.1K | ﹤0.01% | 719 |
|
|
2019
Q4 | $904K | Buy |
60,219
+10,361
| +21% | +$155K | ﹤0.01% | 831 |
|
|
2019
Q3 | $749K | Sell |
49,858
-8,515
| -15% | -$127K | ﹤0.01% | 873 |
|
|
2019
Q2 | $854K | Sell |
58,373
-24,564
| -30% | -$358K | ﹤0.01% | 827 |
|
|
2019
Q1 | $1.2M | Sell |
82,937
-21,750
| -21% | -$309K | ﹤0.01% | 656 |
|
|
2018
Q4 | $1.41M | Sell |
104,687
-1,649,805
| -94% | -$22.8M | 0.01% | 525 |
|
|
2018
Q3 | $25.1M | Sell |
1,754,492
-395,592
| -18% | -$5.74M | 0.09% | 87 |
|
|
2018
Q2 | $31.3M | Sell |
2,150,084
-323,458
| -13% | -$4.68M | 0.12% | 69 |
|
|
2018
Q1 | $36.1M | Sell |
2,473,542
-226,077
| -8% | -$3.3M | 0.15% | 60 |
|
|
2017
Q4 | $40.1M | Buy |
2,699,619
+191,160
| +8% | +$2.86M | 0.17% | 58 |
|
|
2017
Q3 | $37.7M | Sell |
2,508,459
-37,916
| -1% | -$572K | 0.18% | 59 |
|
|
2017
Q2 | $38.5M | Sell |
2,546,375
-85,668
| -3% | -$1.29M | 0.19% | 53 |
|
|
2017
Q1 | $39M | Buy |
2,632,043
+60,381
| +2% | +$884K | 0.21% | 50 |
|
|
2016
Q4 | $36.6M | Buy |
2,571,662
+241,926
| +10% | +$3.52M | 0.22% | 51 |
|
|
2016
Q3 | $35.2M | Sell |
2,329,736
-9,605
| -0.4% | -$147K | 0.22% | 50 |
|
|
2016
Q2 | $35.7M | Sell |
2,339,341
-45,386
| -2% | -$682K | 0.26% | 43 |
|
|
2016
Q1 | $35.6M | Buy |
2,384,727
+631,423
| +36% | +$9.3M | 0.28% | 42 |
|
|
2015
Q4 | $26.2M | Sell |
1,753,304
-45,588
| -3% | -$673K | 0.22% | 54 |
|
|
2015
Q3 | $26.2M | Buy |
1,798,892
+238,921
| +15% | +$3.49M | 0.23% | 51 |
|
|
2015
Q2 | $22.7M | Buy |
1,559,971
+356,081
| +30% | +$5.24M | 0.21% | 51 |
|
|
2015
Q1 | $17.9M | Buy |
1,203,890
+17,986
| +2% | +$266K | 0.17% | 62 |
|
|
2014
Q4 | $17.4M | Buy |
1,185,904
+54,438
| +5% | +$793K | 0.18% | 58 |
|
|
2014
Q3 | $16.4M | Buy |
1,131,466
+21,752
| +2% | +$316K | 0.19% | 60 |
|
|
2014
Q2 | $16.2M | Sell |
1,109,714
-9,237
| -0.8% | -$133K | 0.21% | 57 |
|
|
2014
Q1 | $16M | Sell |
1,118,951
-30,615
| -3% | -$427K | 0.24% | 49 |
|
|
2013
Q4 | $15.4M | Sell |
1,149,566
-269,436
| -19% | -$3.67M | 0.26% | 48 |
|
|
2013
Q3 | $19.4M | Buy |
1,419,002
+52,353
| +4% | +$726K | 0.39% | 33 |
|
|
2013
Q2 | $19.5M | Buy |
+1,366,649
| New | +$20.1M | 0.45% | 31 |
|
Other funds holding PGX
BI
SAMC
Creative Planning's PGX Position: Q1 2026 in Review
Creative Planning increased its Invesco Preferred ETF (PGX) stake by 1.2% in Q1 2026, buying an estimated $71.4K and bringing the position to 523,278 shares worth $5.69M. The position accounts for ﹤0.01% of the portfolio, ranked #1092.
Creative Planning first reported a position in PGX in Q2 2013 and has held it in 52 quarters since. The position peaked at $40.1M in Q4 2017. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.
- Creative Planning held 523,278 shares of Invesco Preferred ETF worth $5.69M as of Q1 2026.
- Creative Planning bought 6,318 Invesco Preferred ETF shares in Q1 2026, an estimated $71.4K.
- Invesco Preferred ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1092 holding.
- Creative Planning first reported a position in Invesco Preferred ETF in Q2 2013 and has held it in 52 quarters since.
- Creative Planning's Invesco Preferred ETF position peaked at $40.1M in Q4 2017.
- 413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.