CVA Family Office’s Invesco Preferred ETF PGX Stock Holding History

CVA Family Office’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	$31.8K	Buy	2,937 +42	+1%	+$463	﹤0.01%	702
2026 Q1	$31.5K	Buy	2,895 +44	+2%	+$497	﹤0.01%	691
2025 Q4	$32K	Sell	2,851 -18,339	-87%	-$209K	﹤0.01%	615
2025 Q3	$246K	Buy	21,190 +298	+1%	+$3.41K	0.03%	255
2025 Q2	$233K	Buy	20,892 +292	+1%	+$3.22K	0.03%	268
2025 Q1	$231K	Buy	20,600 +281	+1%	+$3.25K	0.04%	262
2024 Q4	$234K	Buy	20,319 +4,232	+26%	+$50.9K	0.04%	248
2024 Q3	$199K	Buy	16,087 +184	+1%	+$2.2K	0.03%	263
2024 Q2	$184K	Sell	15,903 -1,621	-9%	-$18.7K	0.03%	251
2024 Q1	$208K	Buy	17,524 +179	+1%	+$2.11K	0.04%	241
2023 Q4	$199K	Buy	17,345 +218	+1%	+$2.38K	0.04%	237
2023 Q3	$188K	Buy	17,127 +127	+0.7%	+$1.42K	0.04%	222
2023 Q2	$193K	Hold	17,000	–	–	0.04%	229
2023 Q1	$195K	Hold	17,000	–	–	0.04%	223
2022 Q4	$190K	Sell	17,000 -4,940	-23%	-$57.1K	0.05%	212
2022 Q3	$261K	Hold	21,940	–	–	0.07%	150
2022 Q2	$271K	Hold	21,940	–	–	0.07%	139
2022 Q1	$298K	Hold	21,940	–	–	0.07%	142
2021 Q4	$329K	Hold	21,940	–	–	0.08%	124
2021 Q3	$323K	Hold	21,940	–	–	0.23%	71
2021 Q2	$336K	Hold	21,940	–	–	0.1%	116
2021 Q1	$329K	Hold	21,940	–	–	0.12%	99
2020 Q4	$335K	Hold	21,940	–	–	0.21%	74
2020 Q3	$323K	Buy	21,940 +14,840	+209%	+$218K	0.23%	71
2020 Q2	$100K	Buy	+7,100	New	+$99.5K	0.08%	115

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

CVA Family Office's PGX Position: Q2 2026 in Review

CVA Family Office increased its Invesco Preferred ETF (PGX) stake by 1.5% in Q2 2026, buying an estimated $463 and bringing the position to 2,937 shares worth $31.8K. The position accounts for ﹤0.01% of the portfolio, ranked #702.

CVA Family Office first reported a position in PGX in Q2 2020 and has held it in 25 quarters since. The position peaked at $336K in Q2 2021. 407 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

CVA Family Office held 2,937 shares of Invesco Preferred ETF worth $31.8K as of Q2 2026.
CVA Family Office bought 42 Invesco Preferred ETF shares in Q2 2026, an estimated $463.
Invesco Preferred ETF made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #702 holding.
CVA Family Office first reported a position in Invesco Preferred ETF in Q2 2020 and has held it in 25 quarters since.
CVA Family Office's Invesco Preferred ETF position peaked at $336K in Q2 2021.
407 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.