IMA Advisory Services’s Invesco Preferred ETF PGX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$164K Buy
+15,170
New +$167K 0.01% 349
2019
Q1
Sell
-31
Closed 320
2018
Q4
$0 Hold
31
﹤0.01% 342
2018
Q3
$0 Hold
31
﹤0.01% 426
2018
Q2
$0 Buy
+31
New +$449 ﹤0.01% 475

Other funds holding PGX

IMA Advisory Services's PGX Position: Q2 2026 in Review

IMA Advisory Services opened a new position in Invesco Preferred ETF (PGX) in Q2 2026: 15,170 shares worth $164K. The stake represents 0.01% of the portfolio and ranks #349 among its holdings. This is a return to the name: IMA Advisory Services previously reported a position in PGX as recently as Q4 2018.

IMA Advisory Services first reported a position in PGX in Q2 2018 and has held it in 4 quarters since. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • IMA Advisory Services held 15,170 shares of Invesco Preferred ETF worth $164K as of Q2 2026.
  • Invesco Preferred ETF was a new IMA Advisory Services position in Q2 2026.
  • Invesco Preferred ETF made up 0.01% of IMA Advisory Services's portfolio in Q2 2026, its #349 holding.
  • IMA Advisory Services first reported a position in Invesco Preferred ETF in Q2 2018 and has held it in 4 quarters since.
  • 408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.