IFG Advisory’s Invesco Preferred ETF PGX Stock Holding History

IFG Advisory’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	$114K	Buy	+10,498	New	+$116K	﹤0.01%	1038
2024 Q4	–	Sell	-14,754	Closed	-$182K	–	681
2024 Q3	$182K	Buy	14,754 +9	+0.1%	+$107	0.01%	369
2024 Q2	$170K	Sell	14,745 -539	-4%	-$6.23K	0.01%	605
2024 Q1	$182K	Buy	15,284 +51	+0.3%	+$601	0.01%	354
2023 Q4	$175K	Sell	15,233 -25,362	-62%	-$277K	0.01%	564
2023 Q3	$445K	Sell	40,595 -1,841	-4%	-$20.6K	0.04%	367
2023 Q2	$483K	Sell	42,436 -1,344	-3%	-$15.3K	0.04%	276
2023 Q1	$503K	Buy	43,780 +10,625	+32%	+$128K	0.05%	321
2022 Q4	$370K	Sell	33,155 -2,253	-6%	-$26.1K	0.04%	363
2022 Q3	$420K	Buy	35,408 +68	+0.2%	+$856	0.04%	346
2022 Q2	$436K	Buy	35,340 +5,684	+19%	+$71.5K	0.05%	309
2022 Q1	$402K	Buy	29,656 +11,821	+66%	+$165K	0.04%	339
2021 Q4	$267K	Buy	17,835 +350	+2%	+$5.22K	0.03%	420
2021 Q3	$262K	Buy	17,485 +2,466	+16%	+$37.4K	0.03%	418
2021 Q2	$230K	Sell	15,019 -434	-3%	-$6.56K	0.03%	434
2021 Q1	$231K	Buy	15,453 +602	+4%	+$8.95K	0.03%	439
2020 Q4	$226K	Buy	14,851 +754	+5%	+$11.3K	0.03%	413
2020 Q3	$207K	Buy	14,097 +56	+0.4%	+$821	0.03%	394
2020 Q2	$198K	Sell	14,041 -1,449	-9%	-$20.3K	0.04%	375
2020 Q1	$203K	Sell	15,490 -170	-1%	-$2.44K	0.05%	338
2019 Q4	$235K	Sell	15,660 -347	-2%	-$5.18K	0.04%	368
2019 Q3	$240K	Sell	16,007 -944	-6%	-$14.1K	0.05%	347
2019 Q2	$248K	Sell	16,951 -1,063	-6%	-$15.5K	0.04%	301
2019 Q1	$261K	Sell	18,014 -3,452	-16%	-$49.1K	0.05%	284
2018 Q4	$289K	Sell	21,466 -1,899	-8%	-$26.2K	0.07%	244
2018 Q3	$334K	Sell	23,365 -740	-3%	-$10.7K	0.06%	276
2018 Q2	$350K	Buy	24,105 +202	+0.8%	+$2.92K	0.07%	246
2018 Q1	$348K	Buy	23,903 +1,455	+6%	+$21.2K	0.08%	243
2017 Q4	$333K	Buy	+22,448	New	+$336K	0.08%	245

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

IFG Advisory's PGX Position: Q2 2026 in Review

IFG Advisory opened a new position in Invesco Preferred ETF (PGX) in Q2 2026: 10,498 shares worth $114K. The stake represents ﹤0.01% of the portfolio and ranks #1038 among its holdings. This is a return to the name: IFG Advisory previously reported a position in PGX as recently as Q3 2024.

IFG Advisory first reported a position in PGX in Q4 2017 and has held it in 29 quarters since. The position peaked at $503K in Q1 2023. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

IFG Advisory held 10,498 shares of Invesco Preferred ETF worth $114K as of Q2 2026.
Invesco Preferred ETF was a new IFG Advisory position in Q2 2026.
Invesco Preferred ETF made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1038 holding.
IFG Advisory first reported a position in Invesco Preferred ETF in Q4 2017 and has held it in 29 quarters since.
IFG Advisory's Invesco Preferred ETF position peaked at $503K in Q1 2023.
408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.