Global Assets Advisory’s Invesco Preferred ETF PGX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-4,812
Closed -$52.4K 507
2026
Q1
$52.4K Buy
+4,812
New +$54.4K 0.02% 400
2025
Q2
Sell
-12,594
Closed -$140K 275
2025
Q1
$140K Buy
+12,594
New +$146K 0.03% 256
2024
Q2
Sell
-5,023
Closed -$59.7K 382
2024
Q1
$59.7K Buy
+5,023
New +$59.2K 0.04% 249
2022
Q4
Sell
-21,090
Closed -$237K 149
2022
Q3
$237K Buy
+21,090
New +$265K 0.24% 111

Other funds holding PGX

Global Assets Advisory's PGX Position: Q2 2026 in Review

Global Assets Advisory sold out of Invesco Preferred ETF (PGX) in Q2 2026, closing a stake of 4,812 shares — an estimated $52.4K sold.

Global Assets Advisory first reported a position in PGX in Q3 2022 and held it in 4 quarters. The position peaked at $237K in Q3 2022. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Global Assets Advisory reported no remaining Invesco Preferred ETF position as of Q2 2026 after selling out during the quarter.
  • Global Assets Advisory sold 4,812 Invesco Preferred ETF shares in Q2 2026, an estimated $52.4K.
  • Global Assets Advisory first reported a position in Invesco Preferred ETF in Q3 2022 and held it in 4 quarters.
  • Global Assets Advisory's Invesco Preferred ETF position peaked at $237K in Q3 2022.
  • 408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

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