Eastern Bank’s Invesco Preferred ETF PGX Stock Holding History

Eastern Bank’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	–	Sell	-152	Closed	-$1.65K	–	1152
2026 Q1	$1.65K	Sell	152 -2,848	-95%	-$32.2K	﹤0.01%	1009
2025 Q4	$33.7K	Hold	3,000	–	–	﹤0.01%	640
2025 Q3	$34.8K	Hold	3,000	–	–	﹤0.01%	626
2025 Q2	$33.4K	Hold	3,000	–	–	﹤0.01%	606
2025 Q1	$33.7K	Hold	3,000	–	–	﹤0.01%	604
2024 Q4	$34.6K	Hold	3,000	–	–	﹤0.01%	612
2024 Q3	$37K	Buy	+3,000	New	+$35.8K	﹤0.01%	594

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

Eastern Bank's PGX Position: Q2 2026 in Review

Eastern Bank sold out of Invesco Preferred ETF (PGX) in Q2 2026, closing a stake of 152 shares — an estimated $1.65K sold.

Eastern Bank first reported a position in PGX in Q3 2024 and held it in 7 quarters. The position peaked at $37K in Q3 2024. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Eastern Bank reported no remaining Invesco Preferred ETF position as of Q2 2026 after selling out during the quarter.
Eastern Bank sold 152 Invesco Preferred ETF shares in Q2 2026, an estimated $1.65K.
Eastern Bank first reported a position in Invesco Preferred ETF in Q3 2024 and held it in 7 quarters.
Eastern Bank's Invesco Preferred ETF position peaked at $37K in Q3 2024.
408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Eastern Bank's 13F filing for Q2 2026, filed 1 Jul 2026.