Diversified Trust’s Invesco Preferred ETF PGX Stock Holding History

Diversified Trust’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 Q3	$197K	Buy	+19,573	New	+$208K	﹤0.01%	974

Other funds holding PGX

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Stonebridge Advisors Wilton, Connecticut $121M AUM 12.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Spectrum Asset Management (Connecticut) Stamford, Connecticut $75.9M AUM 11.16% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Checchi Capital Advisers Beverly Hills, California $2.07B AUM 16.25% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Fulton Breakefield Broenniman Bethesda, Maryland $1.73B AUM 16.54% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return

Diversified Trust's PGX Position: Q3 2026 in Review

Diversified Trust opened a new position in Invesco Preferred ETF (PGX) in Q3 2026: 19,573 shares worth $197K. The stake represents ﹤0.01% of the portfolio and ranks #974 among its holdings.

251 funds tracked by Wall St. Rank hold PGX as of Q3 2026.

Diversified Trust held 19,573 shares of Invesco Preferred ETF worth $197K as of Q3 2026.
Invesco Preferred ETF was a new Diversified Trust position in Q3 2026.
Invesco Preferred ETF made up ﹤0.01% of Diversified Trust's portfolio in Q3 2026, its #974 holding.
251 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2026.

Based on Diversified Trust's 13F filing for Q3 2026, filed 6 Nov 2026.