Focus Financial Network’s Invesco Preferred ETF PGX Stock Holding History

Focus Financial Network’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	-25,065	Closed	-$282K	–	765
2025 Q4	$282K	Sell	25,065 -324	-1%	-$3.69K	0.01%	608
2025 Q3	$295K	Sell	25,389 -1,412	-5%	-$16.2K	0.01%	603
2025 Q2	$298K	Sell	26,801 -135	-0.5%	-$1.49K	0.01%	572
2025 Q1	$302K	Sell	26,936 -190	-0.7%	-$2.2K	0.01%	543
2024 Q4	$313K	Sell	27,126 -220	-0.8%	-$2.65K	0.01%	538
2024 Q3	$338K	Buy	27,346 +110	+0.4%	+$1.31K	0.01%	510
2024 Q2	$321K	Sell	27,236 -3,410	-11%	-$39.4K	0.01%	509
2024 Q1	$347K	Sell	30,646 -7,131	-19%	-$84K	0.02%	464
2023 Q4	$433K	Sell	37,777 -1,003	-3%	-$10.9K	0.02%	485
2023 Q3	$425K	Sell	38,780 -2,186	-5%	-$24.4K	0.02%	388
2023 Q2	$466K	Sell	40,966 -462	-1%	-$5.24K	0.03%	378
2023 Q1	$476K	Buy	+41,428	New	+$497K	0.03%	364
2020 Q4	–	Sell	-52,272	Closed	-$770K	–	462
2020 Q3	$770K	Sell	52,272 -1,489	-3%	-$21.8K	0.07%	208
2020 Q2	$759K	Sell	53,761 -8,359	-13%	-$117K	0.08%	191
2020 Q1	$818K	Sell	62,120 -515	-0.8%	-$7.41K	0.11%	156
2019 Q4	$940K	Sell	62,635 -404	-0.6%	-$6.03K	0.12%	160
2019 Q3	$947K	Sell	63,039 -700	-1%	-$10.4K	0.13%	142
2019 Q2	$933K	Buy	63,739 +694	+1%	+$10.1K	0.14%	142
2019 Q1	$914K	Buy	+63,045	New	+$897K	0.15%	133

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Focus Financial Network's PGX Position: Q1 2026 in Review

Focus Financial Network sold out of Invesco Preferred ETF (PGX) in Q1 2026, closing a stake of 25,065 shares — an estimated $282K sold.

Focus Financial Network first reported a position in PGX in Q1 2019 and held it in 19 quarters. The position peaked at $947K in Q3 2019. 416 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

Focus Financial Network reported no remaining Invesco Preferred ETF position as of Q1 2026 after selling out during the quarter.
Focus Financial Network sold 25,065 Invesco Preferred ETF shares in Q1 2026, an estimated $282K.
Focus Financial Network first reported a position in Invesco Preferred ETF in Q1 2019 and held it in 19 quarters.
Focus Financial Network's Invesco Preferred ETF position peaked at $947K in Q3 2019.
416 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Focus Financial Network's 13F filing for Q1 2026, filed 14 Apr 2026.