Financial Council’s Invesco Preferred ETF PGX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Financial Council's PGX Position: Q1 2026 in Review

Financial Council increased its Invesco Preferred ETF (PGX) stake by 1.5% in Q1 2026, buying an estimated $1.83K and bringing the position to 10,641 shares worth $116K. The position accounts for 0.04% of the portfolio, ranked #100.

Financial Council first reported a position in PGX in Q4 2025 and has held it in 2 quarters since. The position peaked at $118K in Q4 2025. 414 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

  • Financial Council held 10,641 shares of Invesco Preferred ETF worth $116K as of Q1 2026.
  • Financial Council bought 162 Invesco Preferred ETF shares in Q1 2026, an estimated $1.83K.
  • Invesco Preferred ETF made up 0.04% of Financial Council's portfolio in Q1 2026, its #100 holding.
  • Financial Council first reported a position in Invesco Preferred ETF in Q4 2025 and has held it in 2 quarters since.
  • Financial Council's Invesco Preferred ETF position peaked at $118K in Q4 2025.
  • 414 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Financial Council's 13F filing for Q1 2026, filed 21 Apr 2026.