FUBT
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First United Bank & Trust’s Invesco Preferred ETF PGX Stock Holding History

First United Bank & Trust’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 		$68K Buy
6,273
+1,930
+44% +$21.3K 0.02% 221
2026
Q1 		$47.3K Buy
4,343
+1,055
+32% +$11.9K 0.02% 235
2025
Q4 		$37K Buy
3,288
+110
+3% +$1.25K 0.01% 252
2025
Q3 		$36.9K Sell
3,178
-882
-22% -$10.1K 0.01% 256
2025
Q2 		$45.2K Sell
4,060
-1,255
-24% -$13.8K 0.02% 230
2025
Q1 		$59.6K Sell
5,315
-11,165
-68% -$129K 0.02% 212
2024
Q4 		$190K Sell
16,480
-4,799
-23% -$57.7K 0.07% 148
2024
Q3 		$263K Sell
21,279
-4,047
-16% -$48.3K 0.09% 138
2024
Q2 		$293K Sell
25,326
-177
-0.7% -$2.05K 0.11% 128
2024
Q1 		$303K Buy
25,503
+15,091
+145% +$178K 0.11% 130
2023
Q4 		$119K Buy
+10,412
New +$114K 0.05% 174
2023
Q3 		– Sell
-13,964
Closed -$159K – 142
2023
Q2 		$159K Sell
13,964
-278
-2% -$3.15K 0.07% 144
2023
Q1 		$163K Sell
14,242
-5,026
-26% -$60.3K 0.08% 143
2022
Q4 		$215K Sell
19,268
-5,024
-21% -$58.1K 0.11% 140
2022
Q3 		$289K Sell
24,292
-7,947
-25% -$100K 0.15% 121
2022
Q2 		$398K Sell
32,239
-40,201
-55% -$505K 0.18% 109
2022
Q1 		$983K Sell
72,440
-29,742
-29% -$414K 0.39% 70
2021
Q4 		$1.53M Buy
102,182
+44,070
+76% +$657K 0.57% 53
2021
Q3 		$873K Buy
58,112
+16,574
+40% +$252K 0.36% 81
2021
Q2 		$636K Buy
41,538
+26,208
+171% +$396K 0.27% 90
2021
Q1 		$230K Buy
15,330
+4,450
+41% +$66.2K 0.1% 145
2020
Q4 		$166K Sell
10,880
-980
-8% -$14.7K 0.08% 139
2020
Q3 		$175K Buy
11,860
+1,260
+12% +$18.5K 0.1% 121
2020
Q2 		$150K Sell
10,600
-12,505
-54% -$175K 0.09% 124
2020
Q1 		$304K Buy
+23,105
New +$332K 0.22% 94

Other funds holding PGX

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BT
Banque Transatlantique Paris, France $4.66B AUM 33.26% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $472M AUM

First United Bank & Trust's PGX Position: Q2 2026 in Review

First United Bank & Trust increased its Invesco Preferred ETF (PGX) stake by 44% in Q2 2026, buying an estimated $21.3K and bringing the position to 6,273 shares worth $68K. The position accounts for 0.02% of the portfolio, ranked #221.

First United Bank & Trust first reported a position in PGX in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.53M in Q4 2021. 187 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • First United Bank & Trust held 6,273 shares of Invesco Preferred ETF worth $68K as of Q2 2026.
  • First United Bank & Trust bought 1,930 Invesco Preferred ETF shares in Q2 2026, an estimated $21.3K.
  • Invesco Preferred ETF made up 0.02% of First United Bank & Trust's portfolio in Q2 2026, its #221 holding.
  • First United Bank & Trust first reported a position in Invesco Preferred ETF in Q1 2020 and has held it in 25 quarters since.
  • First United Bank & Trust's Invesco Preferred ETF position peaked at $1.53M in Q4 2021.
  • 187 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.