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Foundations Investment Advisors’s Invesco Preferred ETF PGX Stock Holding History

Foundations Investment 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
Q2 		– Sell
-23,643
Closed -$257K – 1283
2026
Q1 		$257K Buy
23,643
+1,350
+6% +$15.3K ﹤0.01% 975
2025
Q4 		$251K Sell
22,293
-3,534
-14% -$40.3K ﹤0.01% 963
2025
Q3 		$300K Buy
25,827
+256
+1% +$2.93K ﹤0.01% 852
2025
Q2 		$285K Buy
+25,571
New +$282K ﹤0.01% 761
2025
Q1 		– Sell
-64,614
Closed -$745K – 912
2024
Q4 		$745K Buy
64,614
+15,723
+32% +$189K 0.01% 458
2024
Q3 		$604K Buy
+48,891
New +$583K 0.01% 477
2023
Q3 		– Sell
-15,323
Closed -$174K – 671
2023
Q2 		$174K Sell
15,323
-3,480
-19% -$39.5K 0.01% 549
2023
Q1 		$216K Buy
+18,803
New +$226K 0.01% 465

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CC
Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
LPL Financial
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

Foundations Investment Advisors's PGX Position: Q2 2026 in Review

Foundations Investment Advisors sold out of Invesco Preferred ETF (PGX) in Q2 2026, closing a stake of 23,643 shares — an estimated $257K sold.

Foundations Investment Advisors first reported a position in PGX in Q1 2023 and held it in 8 quarters. The position peaked at $745K in Q4 2024. 407 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Foundations Investment Advisors reported no remaining Invesco Preferred ETF position as of Q2 2026 after selling out during the quarter.
  • Foundations Investment Advisors sold 23,643 Invesco Preferred ETF shares in Q2 2026, an estimated $257K.
  • Foundations Investment Advisors first reported a position in Invesco Preferred ETF in Q1 2023 and held it in 8 quarters.
  • Foundations Investment Advisors's Invesco Preferred ETF position peaked at $745K in Q4 2024.
  • 407 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.