Independent Advisor Alliance’s Invesco Preferred ETF PGX Stock Holding History

Independent Advisor Alliance’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	$421K	Buy	+38,701	New	+$437K	﹤0.01%	1183
2025 Q1	–	Sell	-72,744	Closed	-$839K	–	1203
2024 Q4	$839K	Buy	+72,744	New	+$875K	0.01%	784
2020 Q1	–	Sell	-286,178	Closed	-$4.3M	–	726
2019 Q4	$4.3M	Buy	+286,178	New	+$4.27M	0.19%	126
2017 Q2	–	Sell	-633,759	Closed	-$9.45M	–	353
2017 Q1	$9.45M	Buy	+633,759	New	+$9.28M	1.5%	5

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

Independent Advisor Alliance's PGX Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Invesco Preferred ETF (PGX) in Q1 2026: 38,701 shares worth $421K. The stake represents ﹤0.01% of the portfolio and ranks #1183 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in PGX as recently as Q4 2024.

Independent Advisor Alliance first reported a position in PGX in Q1 2017 and has held it in 4 quarters since. The position peaked at $9.45M in Q1 2017. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

Independent Advisor Alliance held 38,701 shares of Invesco Preferred ETF worth $421K as of Q1 2026.
Invesco Preferred ETF was a new Independent Advisor Alliance position in Q1 2026.
Invesco Preferred ETF made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1183 holding.
Independent Advisor Alliance first reported a position in Invesco Preferred ETF in Q1 2017 and has held it in 4 quarters since.
Independent Advisor Alliance's Invesco Preferred ETF position peaked at $9.45M in Q1 2017.
413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.