HighTower Advisors’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 | $1.3M | Sell |
119,284
-709
| -0.6% | -$8.01K | ﹤0.01% | 2012 |
|
|
2025
Q4 | $1.35M | Sell |
119,993
-18,510
| -13% | -$211K | ﹤0.01% | 1924 |
|
|
2025
Q3 | $1.61M | Buy |
138,503
+15,147
| +12% | +$174K | ﹤0.01% | 1773 |
|
|
2025
Q2 | $1.37M | Buy |
123,356
+4,765
| +4% | +$52.5K | ﹤0.01% | 1797 |
|
|
2025
Q1 | $1.33M | Sell |
118,591
-75,199
| -39% | -$870K | ﹤0.01% | 1775 |
|
|
2024
Q4 | $2.23M | Buy |
193,790
+90,147
| +87% | +$1.08M | ﹤0.01% | 1454 |
|
|
2024
Q3 | $1.28M | Buy |
103,643
+75,520
| +269% | +$901K | ﹤0.01% | 1775 |
|
|
2024
Q2 | $325K | Sell |
28,123
-4,446
| -14% | -$51.4K | ﹤0.01% | 2652 |
|
|
2024
Q1 | $389K | Sell |
32,569
-7,725
| -19% | -$91K | ﹤0.01% | 2472 |
|
|
2023
Q4 | $462K | Sell |
40,294
-19,530
| -33% | -$213K | ﹤0.01% | 2382 |
|
|
2023
Q3 | $654K | Buy |
59,824
+9,820
| +20% | +$110K | ﹤0.01% | 2041 |
|
|
2023
Q2 | $567K | Sell |
50,004
-12,333
| -20% | -$140K | ﹤0.01% | 2116 |
|
|
2023
Q1 | $716K | Buy |
62,337
+924
| +2% | +$11.1K | ﹤0.01% | 1869 |
|
|
2022
Q4 | $687K | Sell |
61,413
-22,366
| -27% | -$259K | ﹤0.01% | 1909 |
|
|
2022
Q3 | $999K | Sell |
83,779
-16,462
| -16% | -$207K | ﹤0.01% | 1610 |
|
|
2022
Q2 | $1.24M | Sell |
100,241
-148,955
| -60% | -$1.87M | ﹤0.01% | 1515 |
|
|
2022
Q1 | $3.4M | Sell |
249,196
-35,174
| -12% | -$490K | 0.01% | 1082 |
|
|
2021
Q4 | $4.26M | Sell |
284,370
-12,310
| -4% | -$183K | 0.01% | 988 |
|
|
2021
Q3 | $4.46M | Buy |
296,680
+1,398
| +0.5% | +$21.2K | 0.01% | 868 |
|
|
2021
Q2 | $4.52M | Sell |
295,282
-2,793
| -0.9% | -$42.2K | 0.01% | 841 |
|
|
2021
Q1 | $4.48M | Sell |
298,075
-145,332
| -33% | -$2.16M | 0.01% | 786 |
|
|
2020
Q4 | $6.77M | Buy |
443,407
+316,234
| +249% | +$4.74M | 0.03% | 494 |
|
|
2020
Q3 | $1.87M | Buy |
127,173
+11,572
| +10% | +$170K | 0.01% | 900 |
|
|
2020
Q2 | $1.63M | Sell |
115,601
-53,895
| -32% | -$755K | 0.01% | 890 |
|
|
2020
Q1 | $2.23M | Sell |
169,496
-1,383,489
| -89% | -$19.9M | 0.01% | 718 |
|
|
2019
Q4 | $23.3M | Buy |
1,552,985
+453,053
| +41% | +$6.76M | 0.14% | 168 |
|
|
2019
Q3 | $16.5M | Buy |
1,099,932
+1,081,654
| +5,918% | +$16.1M | 0.09% | 231 |
|
|
2019
Q2 | $264K | Sell |
18,278
-17,728
| -49% | -$259K | ﹤0.01% | 1876 |
|
|
2019
Q1 | $520K | Buy |
36,006
+10,939
| +44% | +$156K | ﹤0.01% | 1440 |
|
|
2018
Q4 | $336K | Sell |
25,067
-138,823
| -85% | -$1.91M | ﹤0.01% | 1546 |
|
|
2018
Q3 | $2.35M | Buy |
163,890
+115,062
| +236% | +$1.67M | 0.02% | 784 |
|
|
2018
Q2 | $711K | Sell |
48,828
-4,654
| -9% | -$67.4K | 0.01% | 1285 |
|
|
2018
Q1 | $776K | Sell |
53,482
-82,068
| -61% | -$1.2M | 0.01% | 1212 |
|
|
2017
Q4 | $2.02M | Sell |
135,550
-187,740
| -58% | -$2.81M | 0.02% | 816 |
|
|
2017
Q3 | $4.86M | Buy |
323,290
+212,098
| +191% | +$3.2M | 0.04% | 471 |
|
|
2017
Q2 | $1.68M | Buy |
111,192
+87,275
| +365% | +$1.31M | 0.02% | 867 |
|
|
2017
Q1 | $352K | Sell |
23,917
-1,928
| -7% | -$28.2K | ﹤0.01% | 1477 |
|
|
2016
Q4 | $367K | Buy |
25,845
+93
| +0.4% | +$1.35K | ﹤0.01% | 1379 |
|
|
2016
Q3 | $387K | Buy |
25,752
+4,019
| +18% | +$61.5K | ﹤0.01% | 1351 |
|
|
2016
Q2 | $329K | Buy |
21,733
+1,608
| +8% | +$24.1K | ﹤0.01% | 1287 |
|
|
2016
Q1 | $301K | Buy |
20,125
+222
| +1% | +$3.27K | ﹤0.01% | 1608 |
|
|
2015
Q4 | $297K | Buy |
19,903
+1,551
| +8% | +$22.9K | ﹤0.01% | 1574 |
|
|
2015
Q3 | $268K | Sell |
18,352
-1,319
| -7% | -$19.3K | ﹤0.01% | 1504 |
|
|
2015
Q2 | $286K | Sell |
19,671
-834
| -4% | -$12.3K | ﹤0.01% | 1211 |
|
|
2015
Q1 | $306K | Buy |
20,505
+1,276
| +7% | +$18.9K | ﹤0.01% | 1238 |
|
|
2014
Q4 | $283K | Buy |
19,229
+3,549
| +23% | +$51.7K | ﹤0.01% | 1257 |
|
|
2014
Q3 | $227K | Sell |
15,680
-112
| -0.7% | -$1.63K | ﹤0.01% | 1319 |
|
|
2014
Q2 | $231K | Sell |
15,792
-122,725
| -89% | -$1.77M | ﹤0.01% | 1351 |
|
|
2014
Q1 | $1.98M | Buy |
138,517
+11,495
| +9% | +$160K | 0.04% | 516 |
|
|
2013
Q4 | $1.71M | Sell |
127,022
-8,920
| -7% | -$122K | 0.04% | 527 |
|
|
2013
Q3 | $1.86M | Buy |
135,942
+8,146
| +6% | +$113K | 0.05% | 433 |
|
|
2013
Q2 | $1.82M | Buy |
+127,796
| New | +$1.88M | 0.05% | 414 |
|
Other funds holding PGX
BI
SAMC
HighTower Advisors's PGX Position: Q1 2026 in Review
HighTower Advisors reduced its Invesco Preferred ETF (PGX) stake by 0.59% in Q1 2026, selling an estimated $8.01K and leaving 119,284 shares worth $1.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2012.
HighTower Advisors first reported a position in PGX in Q2 2013 and has held it in 52 quarters since. The position peaked at $23.3M in Q4 2019. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.
- HighTower Advisors held 119,284 shares of Invesco Preferred ETF worth $1.3M as of Q1 2026.
- HighTower Advisors sold 709 Invesco Preferred ETF shares in Q1 2026, an estimated $8.01K.
- Invesco Preferred ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #2012 holding.
- HighTower Advisors first reported a position in Invesco Preferred ETF in Q2 2013 and has held it in 52 quarters since.
- HighTower Advisors's Invesco Preferred ETF position peaked at $23.3M in Q4 2019.
- 413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.
Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.