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 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

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

TLP

Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 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 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

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

GAMMA Investing's PGX Position: Q2 2026 in Review

GAMMA Investing increased its Invesco Preferred ETF (PGX) stake by 143% in Q2 2026, buying an estimated $13.2K and bringing the position to 2,041 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2785.

GAMMA Investing first reported a position in PGX in Q2 2024 and has held it in 9 quarters since. The position peaked at $395K in Q1 2025. 124 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

GAMMA Investing held 2,041 shares of Invesco Preferred ETF worth $22.1K as of Q2 2026.
GAMMA Investing bought 1,200 Invesco Preferred ETF shares in Q2 2026, an estimated $13.2K.
Invesco Preferred ETF made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #2785 holding.
GAMMA Investing first reported a position in Invesco Preferred ETF in Q2 2024 and has held it in 9 quarters since.
GAMMA Investing's Invesco Preferred ETF position peaked at $395K in Q1 2025.
124 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.