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Great Valley Advisor Group’s Invesco Preferred ETF PGX Stock Holding History

Great Valley Advisor Group’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 		– Sell
-22,957
Closed -$249K – 1089
2026
Q1 		$249K Buy
+22,957
New +$259K ﹤0.01% 876

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CC
Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $69.6M AUM 1.92% 1-Year Est. Return

Great Valley Advisor Group's PGX Position: Q2 2026 in Review

Great Valley Advisor Group sold out of Invesco Preferred ETF (PGX) in Q2 2026, closing a stake of 22,957 shares — an estimated $249K sold.

Great Valley Advisor Group first reported a position in PGX in Q1 2026 and held it in 1 quarter. The position peaked at $249K in Q1 2026. 407 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Great Valley Advisor Group reported no remaining Invesco Preferred ETF position as of Q2 2026 after selling out during the quarter.
  • Great Valley Advisor Group sold 22,957 Invesco Preferred ETF shares in Q2 2026, an estimated $249K.
  • Great Valley Advisor Group first reported a position in Invesco Preferred ETF in Q1 2026 and held it in 1 quarter.
  • Great Valley Advisor Group's Invesco Preferred ETF position peaked at $249K in Q1 2026.
  • 407 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.