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 Q2	–	Sell	-38,701	Closed	-$421K	–	1465
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 $1.55T 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

Independent Advisor Alliance's PGX Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Invesco Preferred ETF (PGX) in Q2 2026, closing a stake of 38,701 shares — an estimated $421K sold.

Independent Advisor Alliance first reported a position in PGX in Q1 2017 and held it in 4 quarters. The position peaked at $9.45M in Q1 2017. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Independent Advisor Alliance reported no remaining Invesco Preferred ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 38,701 Invesco Preferred ETF shares in Q2 2026, an estimated $421K.
Independent Advisor Alliance first reported a position in Invesco Preferred ETF in Q1 2017 and held it in 4 quarters.
Independent Advisor Alliance's Invesco Preferred ETF position peaked at $9.45M in Q1 2017.
408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.