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Farther Finance Advisors’s Invesco Preferred ETF PGX Stock Holding History

Farther Finance Advisors’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 		$281K Buy
27,953
+9,322
+50% +$99K ﹤0.01% 2035
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

IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
AIC
Argus Investors Counsel New York $129M AUM 31.03% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Farther Finance Advisors's PGX Position: Q3 2026 in Review

Farther Finance Advisors increased its Invesco Preferred ETF (PGX) stake by 50% in Q3 2026, buying an estimated $99K and bringing the position to 27,953 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #2035.

Farther Finance Advisors first reported a position in PGX in Q4 2022 and has held it in 16 quarters since. The position peaked at $302K in Q1 2025. 25 funds tracked by Wall St. Rank hold PGX as of Q3 2026.

  • Farther Finance Advisors held 27,953 shares of Invesco Preferred ETF worth $281K as of Q3 2026.
  • Farther Finance Advisors bought 9,322 Invesco Preferred ETF shares in Q3 2026, an estimated $99K.
  • Invesco Preferred ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2035 holding.
  • Farther Finance Advisors first reported a position in Invesco Preferred ETF in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Invesco Preferred ETF position peaked at $302K in Q1 2025.
  • 25 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.