Hilltop Holdings’s Invesco Preferred ETF PGX Stock Holding History

Hilltop Holdings’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	$156K	Hold	14,332	–	–	0.01%	622
2025 Q4	$161K	Sell	14,332 -655	-4%	-$7.47K	0.01%	864
2025 Q3	$174K	Sell	14,987 -5,350	-26%	-$61.3K	0.01%	886
2025 Q2	$226K	Buy	20,337 +5,350	+36%	+$59K	0.01%	785
2025 Q1	$168K	Hold	14,987	–	–	0.01%	819
2024 Q4	$173K	Hold	14,987	–	–	0.01%	811
2024 Q3	$185K	Sell	14,987 -2,042	-12%	-$24.4K	0.01%	786
2024 Q2	$197K	Sell	17,029 -1,758	-9%	-$20.3K	0.02%	571
2024 Q1	$223K	Hold	18,787	–	–	0.02%	576
2023 Q4	$215K	Buy	18,787 +655	+4%	+$7.15K	0.02%	549
2023 Q3	$199K	Buy	+18,132	New	+$203K	0.02%	548
2017 Q1	–	Sell	-23,500	Closed	-$334K	–	327
2016 Q4	$334K	Buy	+23,500	New	+$342K	0.1%	230

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

Hilltop Holdings's PGX Position: Q1 2026 in Review

Hilltop Holdings held its Invesco Preferred ETF (PGX) position steady in Q1 2026 at 14,332 shares worth $156K. The position accounts for 0.01% of the portfolio, ranked #622.

Hilltop Holdings first reported a position in PGX in Q4 2016 and has held it in 12 quarters since. The position peaked at $334K in Q4 2016. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

Hilltop Holdings held 14,332 shares of Invesco Preferred ETF worth $156K as of Q1 2026.
Hilltop Holdings left its Invesco Preferred ETF share count unchanged in Q1 2026.
Invesco Preferred ETF made up 0.01% of Hilltop Holdings's portfolio in Q1 2026, its #622 holding.
Hilltop Holdings first reported a position in Invesco Preferred ETF in Q4 2016 and has held it in 12 quarters since.
Hilltop Holdings's Invesco Preferred ETF position peaked at $334K in Q4 2016.
413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Hilltop Holdings's 13F filing for Q1 2026, filed 14 May 2026.