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 Q2	$309K	Sell	28,508 -6,803	-19%	-$75.1K	﹤0.01%	3051
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 $1.55T 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

HRT Financial's PGX Position: Q2 2026 in Review

HRT Financial reduced its Invesco Preferred ETF (PGX) stake by 19% in Q2 2026, selling an estimated $75.1K and leaving 28,508 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #3051.

HRT Financial first reported a position in PGX in Q2 2019 and has held it in 10 quarters since. The position peaked at $3.21M in Q1 2022. 410 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

HRT Financial held 28,508 shares of Invesco Preferred ETF worth $309K as of Q2 2026.
HRT Financial sold 6,803 Invesco Preferred ETF shares in Q2 2026, an estimated $75.1K.
Invesco Preferred ETF made up ﹤0.01% of HRT Financial's portfolio in Q2 2026, its #3051 holding.
HRT Financial first reported a position in Invesco Preferred ETF in Q2 2019 and has held it in 10 quarters since.
HRT Financial's Invesco Preferred ETF position peaked at $3.21M in Q1 2022.
410 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.