Hantz Financial Services’s Invesco Preferred ETF PGX Stock Holding History

Hantz Financial Services’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	$3K	Buy	+311	New	+$3.43K	﹤0.01%	2283
2025 Q4	–	Sell	-314	Closed	-$4K	–	2507
2025 Q3	$4K	Hold	314	–	–	﹤0.01%	2069
2025 Q2	$3K	Buy	+314	New	+$3.46K	﹤0.01%	1905

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Hantz Financial Services's PGX Position: Q2 2026 in Review

Hantz Financial Services opened a new position in Invesco Preferred ETF (PGX) in Q2 2026: 311 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #2283 among its holdings. This is a return to the name: Hantz Financial Services previously reported a position in PGX as recently as Q3 2025.

Hantz Financial Services first reported a position in PGX in Q2 2025 and has held it in 3 quarters since. The position peaked at $4K in Q3 2025. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Hantz Financial Services held 311 shares of Invesco Preferred ETF worth $3K as of Q2 2026.
Invesco Preferred ETF was a new Hantz Financial Services position in Q2 2026.
Invesco Preferred ETF made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #2283 holding.
Hantz Financial Services first reported a position in Invesco Preferred ETF in Q2 2025 and has held it in 3 quarters since.
Hantz Financial Services's Invesco Preferred ETF position peaked at $4K in Q3 2025.
408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.