Gladstone Institutional Advisory’s Invesco Preferred ETF PGX Stock Holding History

Gladstone Institutional Advisory’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	$408K	Buy	37,614 +3,893	+12%	+$43K	0.01%	653
2026 Q1	$367K	Buy	33,721 +21,961	+187%	+$248K	0.01%	611
2025 Q4	$132K	Sell	11,760 -646	-5%	-$7.37K	0.01%	770
2025 Q3	$144K	Sell	12,406 -2,881	-19%	-$33K	0.01%	765
2025 Q2	$170K	Sell	15,287 -1,399	-8%	-$15.4K	0.01%	728
2025 Q1	$187K	Sell	16,686 -9,206	-36%	-$107K	0.01%	692
2024 Q4	$299K	Sell	25,892 -1,197	-4%	-$14.4K	0.01%	586
2024 Q3	$335K	Buy	27,089 +1,422	+6%	+$17K	0.02%	551
2024 Q2	$296K	Buy	25,667 +12,149	+90%	+$140K	0.02%	547
2024 Q1	$161K	Sell	13,518 -5,816	-30%	-$68.5K	0.01%	615
2023 Q4	$222K	Buy	19,334 +7,593	+65%	+$82.9K	0.01%	603
2023 Q3	$129K	Buy	11,741 +1,001	+9%	+$11.2K	0.01%	591
2023 Q2	$122K	Buy	+10,740	New	+$122K	0.01%	608

Other funds holding PGX

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Gladstone Institutional Advisory's PGX Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Invesco Preferred ETF (PGX) stake by 12% in Q2 2026, buying an estimated $43K and bringing the position to 37,614 shares worth $408K. The position accounts for 0.01% of the portfolio, ranked #653.

Gladstone Institutional Advisory first reported a position in PGX in Q2 2023 and has held it in 13 quarters since. 140 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Gladstone Institutional Advisory held 37,614 shares of Invesco Preferred ETF worth $408K as of Q2 2026.
Gladstone Institutional Advisory bought 3,893 Invesco Preferred ETF shares in Q2 2026, an estimated $43K.
Invesco Preferred ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #653 holding.
Gladstone Institutional Advisory first reported a position in Invesco Preferred ETF in Q2 2023 and has held it in 13 quarters since.
140 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.