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 Q2	$155K	Hold	14,332	–	–	0.01%	666
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 $1.55T 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

Hilltop Holdings's PGX Position: Q2 2026 in Review

Hilltop Holdings held its Invesco Preferred ETF (PGX) position steady in Q2 2026 at 14,332 shares worth $155K. The position accounts for 0.01% of the portfolio, ranked #666.

Hilltop Holdings first reported a position in PGX in Q4 2016 and has held it in 13 quarters since. The position peaked at $334K in Q4 2016. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Hilltop Holdings held 14,332 shares of Invesco Preferred ETF worth $155K as of Q2 2026.
Hilltop Holdings left its Invesco Preferred ETF share count unchanged in Q2 2026.
Invesco Preferred ETF made up 0.01% of Hilltop Holdings's portfolio in Q2 2026, its #666 holding.
Hilltop Holdings first reported a position in Invesco Preferred ETF in Q4 2016 and has held it in 13 quarters since.
Hilltop Holdings's Invesco Preferred ETF position peaked at $334K in Q4 2016.
408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Hilltop Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.