FFA
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Founders Financial Alliance’s Invesco Preferred ETF PGX Stock Holding History

Founders Financial Alliance’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 		$23.8K Sell
2,199
-74
-3% -$817 ﹤0.01% 623
2026
Q1 		$24.7K Buy
2,273
+28
+1% +$316 ﹤0.01% 561
2025
Q4 		$25.2K Buy
2,245
+28
+1% +$319 ﹤0.01% 464
2025
Q3 		$25.7K Sell
2,217
-394
-15% -$4.51K ﹤0.01% 546
2025
Q2 		$29.1K Buy
2,611
+31
+1% +$342 0.01% 418
2025
Q1 		$29K Buy
2,580
+31
+1% +$359 0.01% 477
2024
Q4 		$29.4K Buy
2,549
+31
+1% +$373 0.01% 419
2024
Q3 		$31.1K Buy
2,518
+29
+1% +$346 0.01% 423
2024
Q2 		$28.7K Sell
2,489
-42
-2% -$485 0.01% 412
2024
Q1 		$30.1K Sell
2,531
-357
-12% -$4.21K 0.01% 414
2023
Q4 		$33.1K Buy
2,888
+43
+2% +$469 0.01% 366
2023
Q3 		$31.1K Sell
2,845
-258
-8% -$2.88K 0.01% 351
2023
Q2 		$35.3K Buy
3,103
+24
+0.8% +$272 0.01% 370
2023
Q1 		$35.3K Sell
3,079
-1,908
-38% -$22.9K 0.02% 331
2022
Q4 		$55.8K Sell
4,987
-272
-5% -$3.15K 0.03% 311
2022
Q3 		$62K Sell
5,259
-1,567
-23% -$19.7K 0.03% 297
2022
Q2 		$84K Buy
6,826
+1,416
+26% +$17.8K 0.04% 279
2022
Q1 		$73K Sell
5,410
-1,350
-20% -$18.8K 0.03% 287
2021
Q4 		$101K Sell
6,760
-2,463
-27% -$36.7K 0.04% 299
2021
Q3 		$139K Buy
9,223
+1,585
+21% +$24.1K 0.07% 253
2021
Q2 		$117K Buy
7,638
+282
+4% +$4.26K 0.05% 277
2021
Q1 		$109K Buy
7,356
+2,799
+61% +$41.6K 0.05% 265
2020
Q4 		$70K Hold
4,557
– – 0.04% 271
2020
Q3 		$67K Buy
+4,557
New +$66.8K 0.04% 324

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

Founders Financial Alliance's PGX Position: Q2 2026 in Review

Founders Financial Alliance reduced its Invesco Preferred ETF (PGX) stake by 3.3% in Q2 2026, selling an estimated $817 and leaving 2,199 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #623.

Founders Financial Alliance first reported a position in PGX in Q3 2020 and has held it in 24 quarters since. The position peaked at $139K in Q3 2021. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Founders Financial Alliance held 2,199 shares of Invesco Preferred ETF worth $23.8K as of Q2 2026.
  • Founders Financial Alliance sold 74 Invesco Preferred ETF shares in Q2 2026, an estimated $817.
  • Invesco Preferred ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #623 holding.
  • Founders Financial Alliance first reported a position in Invesco Preferred ETF in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's Invesco Preferred ETF position peaked at $139K in Q3 2021.
  • 408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.