Founders Capital Management (Texas)’s Invesco Preferred ETF PGX Stock Holding History

Founders Capital Management (Texas)’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	$221K	Buy	+20,345	New	+$224K	0.1%	62
2023 Q1	–	Sell	-520	Closed	-$6K	–	402
2022 Q4	$6K	Hold	520	–	–	﹤0.01%	332
2022 Q3	$6K	Hold	520	–	–	﹤0.01%	334
2022 Q2	$6K	Hold	520	–	–	﹤0.01%	357
2022 Q1	$8K	Hold	520	–	–	0.01%	280
2021 Q4	$8K	Hold	520	–	–	0.01%	280
2021 Q3	$8K	Hold	520	–	–	0.01%	282
2021 Q2	$8K	Hold	520	–	–	0.01%	273
2021 Q1	$8K	Hold	520	–	–	0.01%	259
2020 Q4	$8K	Buy	+520	New	+$7.8K	0.01%	260
2020 Q1	$11K	Hold	800	–	–	0.01%	206
2019 Q4	$12K	Hold	800	–	–	0.01%	235
2019 Q3	$12K	Sell	800 -200	-20%	-$2.98K	0.01%	237
2019 Q2	$15K	Hold	1,000	–	–	0.01%	215
2019 Q1	$15K	Hold	1,000	–	–	0.01%	216
2018 Q4	$13K	Hold	1,000	–	–	0.01%	220
2018 Q3	$14K	Hold	1,000	–	–	0.01%	214
2018 Q2	$15K	Hold	1,000	–	–	0.01%	219
2018 Q1	$15K	Hold	1,000	–	–	0.01%	242
2017 Q4	$15K	Hold	1,000	–	–	0.01%	241
2017 Q3	$15K	Hold	1,000	–	–	0.01%	236
2017 Q2	$15K	Hold	1,000	–	–	0.01%	236
2017 Q1	$15K	Buy	+1,000	New	+$14.6K	0.01%	243

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

Founders Capital Management (Texas)'s PGX Position: Q2 2026 in Review

Founders Capital Management (Texas) opened a new position in Invesco Preferred ETF (PGX) in Q2 2026: 20,345 shares worth $221K. The stake represents 0.1% of the portfolio and ranks #62 among its holdings. This is a return to the name: Founders Capital Management (Texas) previously reported a position in PGX as recently as Q4 2022.

Founders Capital Management (Texas) first reported a position in PGX in Q1 2017 and has held it in 23 quarters since. 410 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Founders Capital Management (Texas) held 20,345 shares of Invesco Preferred ETF worth $221K as of Q2 2026.
Invesco Preferred ETF was a new Founders Capital Management (Texas) position in Q2 2026.
Invesco Preferred ETF made up 0.1% of Founders Capital Management (Texas)'s portfolio in Q2 2026, its #62 holding.
Founders Capital Management (Texas) first reported a position in Invesco Preferred ETF in Q1 2017 and has held it in 23 quarters since.
410 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2026, filed 21 Jul 2026.