Fiduciary Advisors Inc’s Invesco Preferred ETF PGX Stock Holding History

Fiduciary Advisors Inc’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	$458K	Sell	42,245 -42,643	-50%	-$471K	0.31%	33
2026 Q1	$924K	Sell	84,888 -79,582	-48%	-$899K	0.69%	28
2025 Q4	$1.85M	Sell	164,470 -5,895	-3%	-$67.2K	1.41%	20
2025 Q3	$1.98M	Buy	170,365 +29,118	+21%	+$334K	1.6%	19
2025 Q2	$1.57M	Buy	141,247 +3,506	+3%	+$38.6K	1.38%	20
2025 Q1	$1.55M	Buy	137,741 +1,806	+1%	+$20.9K	1.53%	20
2024 Q4	$1.57M	Buy	+135,935	New	+$1.64M	1.58%	19

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

Fiduciary Advisors Inc's PGX Position: Q2 2026 in Review

Fiduciary Advisors Inc reduced its Invesco Preferred ETF (PGX) stake by 50% in Q2 2026, selling an estimated $471K and leaving 42,245 shares worth $458K. The position accounts for 0.31% of the portfolio, ranked #33.

Fiduciary Advisors Inc first reported a position in PGX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.98M in Q3 2025. 409 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Fiduciary Advisors Inc held 42,245 shares of Invesco Preferred ETF worth $458K as of Q2 2026.
Fiduciary Advisors Inc sold 42,643 Invesco Preferred ETF shares in Q2 2026, an estimated $471K.
Invesco Preferred ETF made up 0.31% of Fiduciary Advisors Inc's portfolio in Q2 2026, its #33 holding.
Fiduciary Advisors Inc first reported a position in Invesco Preferred ETF in Q4 2024 and has held it in 7 quarters since.
Fiduciary Advisors Inc's Invesco Preferred ETF position peaked at $1.98M in Q3 2025.
409 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Fiduciary Advisors Inc's 13F filing for Q2 2026, filed 24 Jul 2026.