Crewe Advisors’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
Q2 | $20.6K | Sell |
1,898
-5,429
| -74% | -$59.9K | ﹤0.01% | 611 |
|
|
2026
Q1 | $79.7K | Hold |
7,327
| – | – | 0.01% | 327 |
|
|
2025
Q4 | $82.4K | Hold |
7,327
| – | – | 0.01% | 310 |
|
|
2025
Q3 | $85K | Buy |
7,327
+5,279
| +258% | +$60.5K | 0.01% | 316 |
|
|
2025
Q2 | $22.8K | Hold |
2,048
| – | – | ﹤0.01% | 354 |
|
|
2025
Q1 | $23K | Sell |
2,048
-125
| -6% | -$1.45K | ﹤0.01% | 335 |
|
|
2024
Q4 | $25.1K | Hold |
2,173
| – | – | ﹤0.01% | 336 |
|
|
2024
Q3 | $26.8K | Hold |
2,173
| – | – | ﹤0.01% | 373 |
|
|
2024
Q2 | $25.1K | Sell |
2,173
-382
| -15% | -$4.42K | ﹤0.01% | 510 |
|
|
2024
Q1 | $30.4K | Buy |
2,555
+382
| +18% | +$4.5K | ﹤0.01% | 435 |
|
|
2023
Q4 | $24.9K | Hold |
2,173
| – | – | ﹤0.01% | 153 |
|
|
2023
Q3 | $23.8K | Sell |
2,173
-21,384
| -91% | -$239K | ﹤0.01% | 185 |
|
|
2023
Q2 | $268K | Sell |
23,557
-11,513
| -33% | -$131K | 0.04% | 117 |
|
|
2023
Q1 | $403K | Sell |
35,070
-592,180
| -94% | -$7.11M | 0.06% | 99 |
|
|
2022
Q4 | $7.01M | Sell |
627,250
-22,149
| -3% | -$256K | 1.11% | 20 |
|
|
2022
Q3 | $7.71M | Sell |
649,399
-58,282
| -8% | -$734K | 1.39% | 17 |
|
|
2022
Q2 | $8.73M | Sell |
707,681
-130,756
| -16% | -$1.64M | 1.93% | 12 |
|
|
2022
Q1 | $11.4M | Buy |
838,437
+35,025
| +4% | +$488K | 2.22% | 12 |
|
|
2021
Q4 | $12.1M | Sell |
803,412
-17,254
| -2% | -$257K | 2.45% | 12 |
|
|
2021
Q3 | $12.3M | Buy |
820,666
+126,880
| +18% | +$1.93M | 2.91% | 10 |
|
|
2021
Q2 | $10.6M | Buy |
693,786
+7,210
| +1% | +$109K | 2.64% | 9 |
|
|
2021
Q1 | $10.3M | Buy |
686,576
+121,626
| +22% | +$1.81M | 2.55% | 9 |
|
|
2020
Q4 | $8.62M | Buy |
564,950
+164,081
| +41% | +$2.46M | 3.45% | 9 |
|
|
2020
Q3 | $5.91M | Buy |
400,869
+2,006
| +0.5% | +$29.4K | 2.77% | 8 |
|
|
2020
Q2 | $5.63M | Buy |
398,863
+78,174
| +24% | +$1.1M | 2.75% | 8 |
|
|
2020
Q1 | $4.22M | Buy |
320,689
+21,795
| +7% | +$313K | 2.52% | 8 |
|
|
2019
Q4 | $4.49M | Buy |
298,894
+15,110
| +5% | +$226K | 1.96% | 9 |
|
|
2019
Q3 | $4.26M | Sell |
283,784
-8,342
| -3% | -$124K | 1.96% | 9 |
|
|
2019
Q2 | $4.27M | Buy |
292,126
+119,581
| +69% | +$1.75M | 1.39% | 8 |
|
|
2019
Q1 | $2.5M | Sell |
172,545
-18,321
| -10% | -$261K | 0.79% | 12 |
|
|
2018
Q4 | $2.57M | Buy |
190,866
+12,824
| +7% | +$177K | 0.81% | 11 |
|
|
2018
Q3 | $2.55M | Buy |
178,042
+8,362
| +5% | +$121K | 2.16% | 10 |
|
|
2018
Q2 | $2.47M | Sell |
169,680
-9,572
| -5% | -$139K | 2.29% | 8 |
|
|
2018
Q1 | $2.62M | Sell |
179,252
-9,280
| -5% | -$135K | 2.57% | 7 |
|
|
2017
Q4 | $2.8M | Buy |
+188,532
| New | +$2.82M | 2.74% | 7 |
|
Other funds holding PGX
BI
CC
SAMC
Crewe Advisors's PGX Position: Q2 2026 in Review
Crewe Advisors reduced its Invesco Preferred ETF (PGX) stake by 74% in Q2 2026, selling an estimated $59.9K and leaving 1,898 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #611.
Crewe Advisors first reported a position in PGX in Q4 2017 and has held it in 35 quarters since. The position peaked at $12.3M in Q3 2021. 407 funds tracked by Wall St. Rank hold PGX as of Q2 2026.
- Crewe Advisors held 1,898 shares of Invesco Preferred ETF worth $20.6K as of Q2 2026.
- Crewe Advisors sold 5,429 Invesco Preferred ETF shares in Q2 2026, an estimated $59.9K.
- Invesco Preferred ETF made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #611 holding.
- Crewe Advisors first reported a position in Invesco Preferred ETF in Q4 2017 and has held it in 35 quarters since.
- Crewe Advisors's Invesco Preferred ETF position peaked at $12.3M in Q3 2021.
- 407 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.
Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.