FF Advisors’s Invesco Preferred ETF PGX Stock Holding History

FF 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	$167K	Sell	16,604 -24,463	-60%	-$260K	0.06%	123
2026 Q2	$445K	Buy	41,067 +6,540	+19%	+$72.2K	0.17%	80
2026 Q1	$385K	Buy	34,527 +5,255	+18%	+$59.4K	0.16%	85
2025 Q4	$329K	Hold	29,272	–	–	0.15%	85
2025 Q3	$340K	Sell	29,272 -1,362	-4%	-$15.6K	0.16%	79
2025 Q2	$341K	Hold	30,634	–	–	0.18%	76
2025 Q1	$340K	Buy	30,634 +5,427	+22%	+$62.8K	0.19%	71
2024 Q4	$296K	Buy	25,207 +2,667	+12%	+$32.1K	0.2%	71
2024 Q3	$280K	Sell	22,540 -2,660	-11%	-$31.7K	0.18%	74
2024 Q2	$291K	Hold	25,200	–	–	0.2%	70
2024 Q1	$299K	Hold	25,200	–	–	0.21%	72
2023 Q4	$289K	Buy	+25,200	New	+$275K	0.24%	70

Other funds holding PGX

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

CFG

Compass Financial Group Dublin, Ohio $151M AUM 8.97% 1-Year Est. Return

First Hawaiian Bank Honolulu, Hawaii $826M AUM 13.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return

First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return

Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

FF Advisors's PGX Position: Q3 2026 in Review

FF Advisors reduced its Invesco Preferred ETF (PGX) stake by 60% in Q3 2026, selling an estimated $260K and leaving 16,604 shares worth $167K. The position accounts for 0.06% of the portfolio, ranked #123.

FF Advisors first reported a position in PGX in Q4 2023 and has held it in 12 quarters since. The position peaked at $445K in Q2 2026. 88 funds tracked by Wall St. Rank hold PGX as of Q3 2026.

FF Advisors held 16,604 shares of Invesco Preferred ETF worth $167K as of Q3 2026.
FF Advisors sold 24,463 Invesco Preferred ETF shares in Q3 2026, an estimated $260K.
Invesco Preferred ETF made up 0.06% of FF Advisors's portfolio in Q3 2026, its #123 holding.
FF Advisors first reported a position in Invesco Preferred ETF in Q4 2023 and has held it in 12 quarters since.
FF Advisors's Invesco Preferred ETF position peaked at $445K in Q2 2026.
88 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2026.

Based on FF Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.