GI
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GAMMA Investing’s Invesco Preferred ETF PGX Stock Holding History

GAMMA Investing’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
Q3 		$9.39K Sell
933
-1,108
-54% -$11.8K ﹤0.01% 3374
2026
Q2 		$22.1K Buy
2,041
+1,200
+143% +$13.2K ﹤0.01% 2785
2026
Q1 		$9.15K Sell
841
-1,028
-55% -$11.6K ﹤0.01% 3112
2025
Q4 		$21K Sell
1,869
-120
-6% -$1.37K ﹤0.01% 2582
2025
Q3 		$23.1K Sell
1,989
-6,266
-76% -$71.8K ﹤0.01% 2444
2025
Q2 		$91.9K Sell
8,255
-26,991
-77% -$297K 0.01% 1510
2025
Q1 		$395K Buy
35,246
+7,569
+27% +$87.6K 0.03% 503
2024
Q4 		$319K Buy
27,677
+5,238
+23% +$63K 0.03% 517
2024
Q3 		$277K Buy
22,439
+9,118
+68% +$109K 0.03% 492
2024
Q2 		$154K Buy
+13,321
New +$154K 0.02% 588

Other funds holding PGX

IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
AIC
Argus Investors Counsel New York $129M AUM 31.03% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

GAMMA Investing's PGX Position: Q3 2026 in Review

GAMMA Investing reduced its Invesco Preferred ETF (PGX) stake by 54% in Q3 2026, selling an estimated $11.8K and leaving 933 shares worth $9.39K. The position accounts for ﹤0.01% of the portfolio, ranked #3374.

GAMMA Investing first reported a position in PGX in Q2 2024 and has held it in 10 quarters since. The position peaked at $395K in Q1 2025. 25 funds tracked by Wall St. Rank hold PGX as of Q3 2026.

  • GAMMA Investing held 933 shares of Invesco Preferred ETF worth $9.39K as of Q3 2026.
  • GAMMA Investing sold 1,108 Invesco Preferred ETF shares in Q3 2026, an estimated $11.8K.
  • Invesco Preferred ETF made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #3374 holding.
  • GAMMA Investing first reported a position in Invesco Preferred ETF in Q2 2024 and has held it in 10 quarters since.
  • GAMMA Investing's Invesco Preferred ETF position peaked at $395K in Q1 2025.
  • 25 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.