Financial Engines Advisors
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Financial Engines Advisors’s Invesco Preferred ETF PGX Stock Holding History

Financial Engines 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 		– Sell
-14,178
Closed -$159K – 556
2025
Q4 		$159K Buy
+14,178
New +$162K ﹤0.01% 530

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $69.6M AUM 1.92% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Financial Engines Advisors's PGX Position: Q1 2026 in Review

Financial Engines Advisors sold out of Invesco Preferred ETF (PGX) in Q1 2026, closing a stake of 14,178 shares — an estimated $159K sold.

Financial Engines Advisors first reported a position in PGX in Q4 2025 and held it in 1 quarter. The position peaked at $159K in Q4 2025. 416 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

  • Financial Engines Advisors reported no remaining Invesco Preferred ETF position as of Q1 2026 after selling out during the quarter.
  • Financial Engines Advisors sold 14,178 Invesco Preferred ETF shares in Q1 2026, an estimated $159K.
  • Financial Engines Advisors first reported a position in Invesco Preferred ETF in Q4 2025 and held it in 1 quarter.
  • Financial Engines Advisors's Invesco Preferred ETF position peaked at $159K in Q4 2025.
  • 416 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.