Focus Partners Advisor Solutions’s Invesco Preferred ETF PGX Stock Holding History

Focus Partners Advisor Solutions’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	$256K	Sell	23,617 -3,524	-13%	-$38.9K	﹤0.01%	1084
2026 Q1	$295K	Buy	+27,141	New	+$307K	﹤0.01%	978
2025 Q4	–	Sell	-14,840	Closed	-$171K	–	1218
2025 Q3	$171K	Buy	14,840 +4,064	+38%	+$46.6K	﹤0.01%	1083
2025 Q2	$120K	Sell	10,776 -1,991	-16%	-$21.9K	﹤0.01%	1049
2025 Q1	$143K	Buy	+12,767	New	+$148K	﹤0.01%	934
2024 Q3	–	Sell	-10,844	Closed	-$125K	–	768
2024 Q2	$125K	Buy	+10,844	New	+$125K	﹤0.01%	620

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

Focus Partners Advisor Solutions's PGX Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its Invesco Preferred ETF (PGX) stake by 13% in Q2 2026, selling an estimated $38.9K and leaving 23,617 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #1084.

Focus Partners Advisor Solutions first reported a position in PGX in Q2 2024 and has held it in 6 quarters since. The position peaked at $295K in Q1 2026. 407 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Focus Partners Advisor Solutions held 23,617 shares of Invesco Preferred ETF worth $256K as of Q2 2026.
Focus Partners Advisor Solutions sold 3,524 Invesco Preferred ETF shares in Q2 2026, an estimated $38.9K.
Invesco Preferred ETF made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #1084 holding.
Focus Partners Advisor Solutions first reported a position in Invesco Preferred ETF in Q2 2024 and has held it in 6 quarters since.
Focus Partners Advisor Solutions's Invesco Preferred ETF position peaked at $295K in Q1 2026.
407 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.