GM Advisory Group’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
Q1
$231K Buy
21,229
+108
+0.5% +$1.22K 0.01% 336
2025
Q4
$237K Buy
+21,121
New +$241K 0.01% 312

Other funds holding PGX

GM Advisory Group's PGX Position: Q1 2026 in Review

GM Advisory Group increased its Invesco Preferred ETF (PGX) stake by 0.51% in Q1 2026, buying an estimated $1.22K and bringing the position to 21,229 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #336.

GM Advisory Group first reported a position in PGX in Q4 2025 and has held it in 2 quarters since. The position peaked at $237K in Q4 2025. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

  • GM Advisory Group held 21,229 shares of Invesco Preferred ETF worth $231K as of Q1 2026.
  • GM Advisory Group bought 108 Invesco Preferred ETF shares in Q1 2026, an estimated $1.22K.
  • Invesco Preferred ETF made up 0.01% of GM Advisory Group's portfolio in Q1 2026, its #336 holding.
  • GM Advisory Group first reported a position in Invesco Preferred ETF in Q4 2025 and has held it in 2 quarters since.
  • GM Advisory Group's Invesco Preferred ETF position peaked at $237K in Q4 2025.
  • 413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.