Hoese & Co’s Invesco Preferred ETF PGX Stock Holding History

Hoese & Co’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	$747	Buy	+69	New	+$761	﹤0.01%	180

Other funds holding PGX

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Cordoba Advisory Partners New York $472M AUM

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

Brighton Securities Rochester, New York $233M AUM 15.96% 1-Year Est. Return

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

Hoese & Co's PGX Position: Q2 2026 in Review

Hoese & Co opened a new position in Invesco Preferred ETF (PGX) in Q2 2026: 69 shares worth $747. The stake represents ﹤0.01% of the portfolio and ranks #180 among its holdings.

124 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Hoese & Co held 69 shares of Invesco Preferred ETF worth $747 as of Q2 2026.
Invesco Preferred ETF was a new Hoese & Co position in Q2 2026.
Invesco Preferred ETF made up ﹤0.01% of Hoese & Co's portfolio in Q2 2026, its #180 holding.
124 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Hoese & Co's 13F filing for Q2 2026, filed 14 Jul 2026.