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Friday Financial’s Invesco Preferred ETF PGX Stock Holding History

Friday Financial’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 		$206K Hold
18,923
– – 0.06% 107
2026
Q1 		$206K Buy
+18,923
New +$214K 0.07% 91

Other funds holding PGX

CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $472M AUM
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $233M AUM 15.96% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Friday Financial's PGX Position: Q2 2026 in Review

Friday Financial held its Invesco Preferred ETF (PGX) position steady in Q2 2026 at 18,923 shares worth $206K. The position accounts for 0.06% of the portfolio, ranked #107.

Friday Financial first reported a position in PGX in Q1 2026 and has held it in 2 quarters since. 99 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Friday Financial held 18,923 shares of Invesco Preferred ETF worth $206K as of Q2 2026.
  • Friday Financial left its Invesco Preferred ETF share count unchanged in Q2 2026.
  • Invesco Preferred ETF made up 0.06% of Friday Financial's portfolio in Q2 2026, its #107 holding.
  • Friday Financial first reported a position in Invesco Preferred ETF in Q1 2026 and has held it in 2 quarters since.
  • 99 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Friday Financial's 13F filing for Q2 2026, filed 9 Jul 2026.