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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

FF Advisors's PGX Position: Q1 2026 in Review

FF Advisors increased its Invesco Preferred ETF (PGX) stake by 18% in Q1 2026, buying an estimated $59.4K and bringing the position to 34,527 shares worth $385K. The position accounts for 0.16% of the portfolio, ranked #85.

FF Advisors first reported a position in PGX in Q4 2023 and has held it in 10 quarters since. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

FF Advisors held 34,527 shares of Invesco Preferred ETF worth $385K as of Q1 2026.
FF Advisors bought 5,255 Invesco Preferred ETF shares in Q1 2026, an estimated $59.4K.
Invesco Preferred ETF made up 0.16% of FF Advisors's portfolio in Q1 2026, its #85 holding.
FF Advisors first reported a position in Invesco Preferred ETF in Q4 2023 and has held it in 10 quarters since.
413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on FF Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.