Financial Insights’s Invesco Preferred ETF PGX Stock Holding History

Financial Insights’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	$115K	Hold	10,600	–	–	0.03%	147
2026 Q1	$115K	Hold	10,600	–	–	0.04%	130
2025 Q4	$119K	Sell	10,600 -4,000	-27%	-$45.6K	0.04%	128
2025 Q3	$169K	Hold	14,600	–	–	0.06%	142
2025 Q2	$162K	Buy	14,600 +400	+3%	+$4.41K	0.06%	126
2025 Q1	$159K	Hold	14,200	–	–	0.06%	110
2024 Q4	$164K	Hold	14,200	–	–	0.06%	109
2024 Q3	$175K	Buy	+14,200	New	+$169K	0.06%	144
2024 Q1	–	Sell	-10,100	Closed	-$116K	–	164
2023 Q4	$116K	Buy	+10,100	New	+$110K	0.04%	154
2022 Q4	–	Sell	-13,750	Closed	-$163K	–	150
2022 Q3	$163K	Hold	13,750	–	–	0.11%	121
2022 Q2	$170K	Sell	13,750 -2,581	-16%	-$32.4K	0.17%	82
2022 Q1	$222K	Sell	16,331 -840	-5%	-$11.7K	0.2%	73
2021 Q4	$258K	Sell	17,171 -377	-2%	-$5.62K	0.22%	68
2021 Q3	$264K	Sell	17,548 -529	-3%	-$8.03K	0.24%	68
2021 Q2	$277K	Sell	18,077 -3,590	-17%	-$54.3K	0.23%	67
2021 Q1	$325K	Sell	21,667 -2,841	-12%	-$42.3K	0.24%	58
2020 Q4	$374K	Sell	24,508 -5,310	-18%	-$79.7K	0.29%	50
2020 Q3	$439K	Buy	29,818 +29,118	+4,160%	+$427K	0.37%	42
2020 Q2	$422K	Sell	700 -29,982	-98%	-$420K	0.37%	41
2020 Q1	$404K	Buy	30,682 +4,695	+18%	+$67.5K	0.43%	39
2019 Q4	$390K	Buy	25,987 +552	+2%	+$8.24K	0.34%	42
2019 Q3	$382K	Hold	25,435	–	–	0.37%	40
2019 Q2	$378K	Buy	25,435 +2,175	+9%	+$31.7K	0.38%	35
2019 Q1	$338K	Hold	23,260	–	–	0.35%	38
2018 Q4	$331K	Buy	+23,260	New	+$321K	0.37%	34

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

Financial Insights's PGX Position: Q2 2026 in Review

Financial Insights held its Invesco Preferred ETF (PGX) position steady in Q2 2026 at 10,600 shares worth $115K. The position accounts for 0.03% of the portfolio, ranked #147.

Financial Insights first reported a position in PGX in Q4 2018 and has held it in 25 quarters since. The position peaked at $439K in Q3 2020. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Financial Insights held 10,600 shares of Invesco Preferred ETF worth $115K as of Q2 2026.
Financial Insights left its Invesco Preferred ETF share count unchanged in Q2 2026.
Invesco Preferred ETF made up 0.03% of Financial Insights's portfolio in Q2 2026, its #147 holding.
Financial Insights first reported a position in Invesco Preferred ETF in Q4 2018 and has held it in 25 quarters since.
Financial Insights's Invesco Preferred ETF position peaked at $439K in Q3 2020.
408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Financial Insights's 13F filing for Q2 2026, filed 25 Aug 2026.