HRT Financial’s Invesco Preferred ETF PGX Stock Holding History

HRT Financial’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	$384K	Buy	+35,311	New	+$399K	﹤0.01%	2707
2025 Q4	–	Sell	-42,085	Closed	-$488K	–	3826
2025 Q3	$488K	Buy	+42,085	New	+$482K	﹤0.01%	1916
2024 Q3	–	Sell	-130,836	Closed	-$1.51M	–	2965
2024 Q2	$1.51M	Buy	+130,836	New	+$1.51M	0.01%	838
2023 Q2	–	Sell	-164,114	Closed	-$1.88M	–	3073
2023 Q1	$1.88M	Buy	+164,114	New	+$1.97M	0.02%	628
2022 Q4	–	Sell	-82,148	Closed	-$975K	–	2976
2022 Q3	$975K	Buy	+82,148	New	+$1.03M	0.01%	950
2022 Q2	–	Sell	-236,746	Closed	-$3.21M	–	3542
2022 Q1	$3.21M	Buy	+236,746	New	+$3.3M	0.02%	432
2021 Q1	–	Sell	-75,484	Closed	-$1.15M	–	3046
2020 Q4	$1.15M	Buy	75,484 +62,199	+468%	+$933K	0.02%	546
2020 Q3	$195K	Buy	+13,285	New	+$195K	0.01%	1371
2019 Q3	–	Sell	-12,544	Closed	-$183K	–	1557
2019 Q2	$183K	Buy	+12,544	New	+$183K	0.01%	644

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

HRT Financial's PGX Position: Q1 2026 in Review

HRT Financial opened a new position in Invesco Preferred ETF (PGX) in Q1 2026: 35,311 shares worth $384K. The stake represents ﹤0.01% of the portfolio and ranks #2707 among its holdings. This is a return to the name: HRT Financial previously reported a position in PGX as recently as Q3 2025.

HRT Financial first reported a position in PGX in Q2 2019 and has held it in 9 quarters since. The position peaked at $3.21M in Q1 2022. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

HRT Financial held 35,311 shares of Invesco Preferred ETF worth $384K as of Q1 2026.
Invesco Preferred ETF was a new HRT Financial position in Q1 2026.
Invesco Preferred ETF made up ﹤0.01% of HRT Financial's portfolio in Q1 2026, its #2707 holding.
HRT Financial first reported a position in Invesco Preferred ETF in Q2 2019 and has held it in 9 quarters since.
HRT Financial's Invesco Preferred ETF position peaked at $3.21M in Q1 2022.
413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.