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Harbour Investments’s Invesco Preferred ETF PGX Stock Holding History

Harbour Investments’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 		$245K Buy
22,583
+1
+0% +$11 ﹤0.01% 1495
2026
Q1 		$246K Buy
22,582
+5,554
+33% +$62.8K ﹤0.01% 1417
2025
Q4 		$191K Buy
17,028
+1,612
+10% +$18.4K ﹤0.01% 1302
2025
Q3 		$179K Buy
15,416
+9,792
+174% +$112K ﹤0.01% 1284
2025
Q2 		$62.6K Sell
5,624
-96
-2% -$1.06K ﹤0.01% 1707
2025
Q1 		$64.2K Buy
5,720
+1,161
+25% +$13.4K ﹤0.01% 1649
2024
Q4 		$52.6K Buy
4,559
+96
+2% +$1.16K ﹤0.01% 1689
2024
Q3 		$55.1K Sell
4,463
-19
-0.4% -$227 ﹤0.01% 1610
2024
Q2 		$51.8K Sell
4,482
-1,015
-18% -$11.7K ﹤0.01% 1535
2024
Q1 		$65.3K Buy
5,497
+2,040
+59% +$24K ﹤0.01% 1400
2023
Q4 		$39.7K Sell
3,457
-2,049
-37% -$22.4K ﹤0.01% 1563
2023
Q3 		$60.3K Sell
5,506
-834
-13% -$9.33K ﹤0.01% 1265
2023
Q2 		$72.1K Sell
6,340
-13,176
-68% -$150K ﹤0.01% 1194
2023
Q1 		$224K Sell
19,516
-1,495
-7% -$17.9K 0.01% 728
2022
Q4 		$235K Buy
21,011
+293
+1% +$3.39K 0.01% 685
2022
Q3 		$256K Hold
20,718
– – 0.02% 603
2022
Q2 		$256K Buy
+20,718
New +$260K 0.02% 603
2021
Q4 		$399K Sell
26,570
-955,416
-97% -$14.2M 0.02% 487
2021
Q3 		$14.8M Buy
981,986
+90,664
+10% +$1.38M 0.47% 38
2021
Q2 		$13.7M Buy
891,322
+50,876
+6% +$769K 0.44% 38
2021
Q1 		$12.6M Buy
+840,446
New +$12.5M 0.45% 41

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

Harbour Investments's PGX Position: Q2 2026 in Review

Harbour Investments increased its Invesco Preferred ETF (PGX) stake by 0% in Q2 2026, buying an estimated $11 and bringing the position to 22,583 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #1495.

Harbour Investments first reported a position in PGX in Q1 2021 and has held it in 21 quarters since. The position peaked at $14.8M in Q3 2021. 407 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Harbour Investments held 22,583 shares of Invesco Preferred ETF worth $245K as of Q2 2026.
  • Harbour Investments bought 1 Invesco Preferred ETF share in Q2 2026, an estimated $11.
  • Invesco Preferred ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #1495 holding.
  • Harbour Investments first reported a position in Invesco Preferred ETF in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's Invesco Preferred ETF position peaked at $14.8M in Q3 2021.
  • 407 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.