Haverford Trust Company’s Invesco Preferred ETF PGX Stock Holding History

Haverford Trust Company’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 Q1	$113K	Buy	+10,373	New	+$117K	﹤0.01%	418

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Haverford Trust Company's PGX Position: Q1 2026 in Review

Haverford Trust Company opened a new position in Invesco Preferred ETF (PGX) in Q1 2026: 10,373 shares worth $113K. The stake represents ﹤0.01% of the portfolio and ranks #418 among its holdings.

413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

Haverford Trust Company held 10,373 shares of Invesco Preferred ETF worth $113K as of Q1 2026.
Invesco Preferred ETF was a new Haverford Trust Company position in Q1 2026.
Invesco Preferred ETF made up ﹤0.01% of Haverford Trust Company's portfolio in Q1 2026, its #418 holding.
413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Haverford Trust Company's 13F filing for Q1 2026, filed 11 May 2026.