IIM
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IFC & Insurance Marketing’s Invesco Preferred ETF PGX Stock Holding History

IFC & Insurance Marketing’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 		– Sell
-16,059
Closed -$181K – 507
2025
Q4 		$181K Buy
+16,059
New +$183K 0.18% 62

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BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $69.6M AUM 1.92% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

IFC & Insurance Marketing's PGX Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of Invesco Preferred ETF (PGX) in Q1 2026, closing a stake of 16,059 shares — an estimated $181K sold.

IFC & Insurance Marketing first reported a position in PGX in Q4 2025 and held it in 1 quarter. The position peaked at $181K in Q4 2025. 416 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining Invesco Preferred ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 16,059 Invesco Preferred ETF shares in Q1 2026, an estimated $181K.
  • IFC & Insurance Marketing first reported a position in Invesco Preferred ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's Invesco Preferred ETF position peaked at $181K in Q4 2025.
  • 416 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.