Farther Finance 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
$202K Sell
18,631
-2,758
-13% -$30.4K ﹤0.01% 2228
2026
Q1
$235K Buy
21,389
+168
+0.8% +$1.9K ﹤0.01% 1907
2025
Q4
$239K Sell
21,221
-3,382
-14% -$38.6K ﹤0.01% 1805
2025
Q3
$285K Buy
24,603
+518
+2% +$5.93K ﹤0.01% 1410
2025
Q2
$268K Sell
24,085
-2,717
-10% -$29.9K 0.01% 1243
2025
Q1
$302K Buy
26,802
+25,338
+1,731% +$293K 0.01% 1034
2024
Q4
$16.9K Sell
1,464
-920
-39% -$11.1K ﹤0.01% 2157
2024
Q3
$29.4K Buy
2,384
+53
+2% +$633 ﹤0.01% 1911
2024
Q2
$26.9K Sell
2,331
-500
-18% -$5.78K ﹤0.01% 1666
2024
Q1
$33.7K Hold
2,831
﹤0.01% 1319
2023
Q4
$32.5K Sell
2,831
-134
-5% -$1.46K ﹤0.01% 1178
2023
Q3
$32.5K Buy
2,965
+165
+6% +$1.84K 0.01% 937
2023
Q2
$31.8K Buy
2,800
+1,675
+149% +$19K 0.01% 832
2023
Q1
$12.9K Hold
1,125
﹤0.01% 1034
2022
Q4
$12.6K Buy
+1,125
New +$13K ﹤0.01% 872

Other funds holding PGX

Farther Finance Advisors's PGX Position: Q2 2026 in Review

Farther Finance Advisors reduced its Invesco Preferred ETF (PGX) stake by 13% in Q2 2026, selling an estimated $30.4K and leaving 18,631 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #2228.

Farther Finance Advisors first reported a position in PGX in Q4 2022 and has held it in 15 quarters since. The position peaked at $302K in Q1 2025. 407 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Farther Finance Advisors held 18,631 shares of Invesco Preferred ETF worth $202K as of Q2 2026.
  • Farther Finance Advisors sold 2,758 Invesco Preferred ETF shares in Q2 2026, an estimated $30.4K.
  • Invesco Preferred ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2228 holding.
  • Farther Finance Advisors first reported a position in Invesco Preferred ETF in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's Invesco Preferred ETF position peaked at $302K in Q1 2025.
  • 407 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.