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

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

TLP

Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $472M AUM

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

Brighton Securities Rochester, New York $233M AUM 15.96% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 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. 124 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.
124 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.