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Financial Council’s Invesco Preferred ETF PGX Stock Holding History

Financial Council’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 		$126K Buy
11,639
+998
+9% +$11K 0.04% 105
2026
Q1 		$116K Buy
10,641
+162
+2% +$1.83K 0.04% 100
2025
Q4 		$118K Buy
+10,479
New +$119K 0.05% 100

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CC
Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
LPL Financial
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

Financial Council's PGX Position: Q2 2026 in Review

Financial Council increased its Invesco Preferred ETF (PGX) stake by 9.4% in Q2 2026, buying an estimated $11K and bringing the position to 11,639 shares worth $126K. The position accounts for 0.04% of the portfolio, ranked #105.

Financial Council first reported a position in PGX in Q4 2025 and has held it in 3 quarters since. 409 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Financial Council held 11,639 shares of Invesco Preferred ETF worth $126K as of Q2 2026.
  • Financial Council bought 998 Invesco Preferred ETF shares in Q2 2026, an estimated $11K.
  • Invesco Preferred ETF made up 0.04% of Financial Council's portfolio in Q2 2026, its #105 holding.
  • Financial Council first reported a position in Invesco Preferred ETF in Q4 2025 and has held it in 3 quarters since.
  • 409 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Financial Council's 13F filing for Q2 2026, filed 4 Aug 2026.