Csenge Advisory Group’s Invesco Preferred ETF PGX Stock Holding History

Csenge Advisory Group’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 Q1	$138K	Sell	12,674 -5,057	-29%	-$57.2K	0.01%	727
2025 Q4	$199K	Sell	17,731 -17,724	-50%	-$202K	0.01%	689
2025 Q3	$411K	Buy	35,455 +6,632	+23%	+$76K	0.02%	468
2025 Q2	$316K	Sell	28,823 -183	-0.6%	-$2.02K	0.02%	542
2025 Q1	$317K	Buy	29,006 +2,293	+9%	+$26.5K	0.02%	517
2024 Q4	$308K	Buy	26,713 +308	+1%	+$3.71K	0.02%	551
2024 Q3	$327K	Buy	26,405 +1,184	+5%	+$14.1K	0.02%	536
2024 Q2	$291K	Sell	25,221 -197	-0.8%	-$2.28K	0.02%	530
2024 Q1	$302K	Sell	25,418 -3,546	-12%	-$41.8K	0.02%	544
2023 Q4	$332K	Buy	28,964 +602	+2%	+$6.57K	0.02%	500
2023 Q3	$311K	Sell	28,362 -3,726	-12%	-$41.7K	0.02%	482
2023 Q2	$365K	Buy	+32,088	New	+$364K	0.02%	447
2022 Q4	–	Sell	-22,222	Closed	-$264K	–	642
2022 Q3	$264K	Buy	+22,222	New	+$280K	0.02%	499
2022 Q2	–	Sell	-49,898	Closed	-$677K	–	648
2022 Q1	$677K	Sell	49,898 -19,736	-28%	-$275K	0.05%	303
2021 Q4	$1.07M	Buy	69,634 +1,268	+2%	+$18.9K	0.09%	181
2021 Q3	$1.03M	Sell	68,366 -1,268	-2%	-$19.2K	0.09%	215
2021 Q2	$1.07M	Buy	69,634 +41,297	+146%	+$625K	0.09%	181
2021 Q1	$428K	Sell	28,337 -2,843	-9%	-$42.3K	0.04%	315
2020 Q4	$476K	Buy	31,180 +653	+2%	+$9.8K	0.06%	232
2020 Q3	$455K	Buy	30,527 +1,741	+6%	+$25.5K	0.06%	228
2020 Q2	$406K	Buy	+28,786	New	+$403K	0.06%	230
2018 Q3	–	Sell	-19,599	Closed	-$286K	–	1460
2018 Q2	$286K	Sell	19,599 -6,883	-26%	-$99.6K	0.11%	184
2018 Q1	$387K	Buy	26,482 +8,968	+51%	+$131K	0.13%	153
2017 Q4	$260K	Sell	17,514 -1,240	-7%	-$18.6K	0.09%	196
2017 Q3	$282K	Buy	+18,754	New	+$283K	0.11%	177

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Csenge Advisory Group's PGX Position: Q1 2026 in Review

Csenge Advisory Group reduced its Invesco Preferred ETF (PGX) stake by 29% in Q1 2026, selling an estimated $57.2K and leaving 12,674 shares worth $138K. The position accounts for 0.01% of the portfolio, ranked #727.

Csenge Advisory Group first reported a position in PGX in Q3 2017 and has held it in 25 quarters since. The position peaked at $1.07M in Q4 2021. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

Csenge Advisory Group held 12,674 shares of Invesco Preferred ETF worth $138K as of Q1 2026.
Csenge Advisory Group sold 5,057 Invesco Preferred ETF shares in Q1 2026, an estimated $57.2K.
Invesco Preferred ETF made up 0.01% of Csenge Advisory Group's portfolio in Q1 2026, its #727 holding.
Csenge Advisory Group first reported a position in Invesco Preferred ETF in Q3 2017 and has held it in 25 quarters since.
Csenge Advisory Group's Invesco Preferred ETF position peaked at $1.07M in Q4 2021.
413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Csenge Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.