Independent Financial Group’s Invesco Preferred ETF PGX Stock Holding History

Independent Financial Group’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	$768K	Sell	70,830 -10,061	-12%	-$111K	0.01%	801
2026 Q1	$880K	Sell	80,891 -3,382	-4%	-$38.2K	0.02%	674
2025 Q4	$947K	Sell	84,273 -20,885	-20%	-$238K	0.02%	639
2025 Q3	$1.22M	Sell	105,158 -11,645	-10%	-$133K	0.03%	545
2025 Q2	$1.3M	Sell	116,803 -5,053	-4%	-$55.7K	0.04%	465
2025 Q1	$1.37M	Sell	121,856 -26,983	-18%	-$312K	0.05%	390
2024 Q4	$1.72M	Sell	148,839 -482	-0.3%	-$5.8K	0.06%	330
2024 Q3	$1.84M	Sell	149,321 -1,995	-1%	-$23.8K	0.07%	285
2024 Q2	$1.75M	Buy	151,316 +2,764	+2%	+$31.9K	0.07%	257
2024 Q1	$1.76M	Sell	148,552 -541	-0.4%	-$6.38K	0.08%	244
2023 Q4	$1.71M	Buy	149,093 +16,354	+12%	+$179K	0.09%	233
2023 Q3	$1.45M	Buy	132,739 +42,536	+47%	+$476K	0.09%	239
2023 Q2	$1.03M	Sell	90,203 -41,574	-32%	-$472K	0.07%	306
2023 Q1	$1.51M	Buy	131,777 +16,420	+14%	+$197K	0.12%	193
2022 Q4	$1.29M	Sell	115,357 -35,420	-23%	-$410K	0.11%	190
2022 Q3	$1.79M	Buy	150,777 +425	+0.3%	+$5.35K	0.16%	122
2022 Q2	$1.86M	Buy	150,352 +5,493	+4%	+$69.1K	0.2%	120
2022 Q1	$1.97M	Buy	144,859 +52,704	+57%	+$734K	0.16%	130
2021 Q4	$1.38M	Buy	92,155 +1,675	+2%	+$25K	0.11%	181
2021 Q3	$1.36M	Sell	90,480 -172	-0.2%	-$2.61K	0.14%	153
2021 Q2	$1.39M	Buy	90,652 +4,233	+5%	+$64K	0.15%	156
2021 Q1	$1.3M	Buy	86,419 +15,352	+22%	+$228K	0.17%	150
2020 Q4	$1.08M	Buy	71,067 +1,243	+2%	+$18.6K	0.16%	155
2020 Q3	$1.03M	Sell	69,824 -38,632	-36%	-$567K	0.19%	128
2020 Q2	$1.53M	Buy	108,456 +37,489	+53%	+$525K	0.34%	67
2020 Q1	$934K	Buy	+70,967	New	+$1.02M	0.27%	91

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 Financial Group's PGX Position: Q2 2026 in Review

Independent Financial Group reduced its Invesco Preferred ETF (PGX) stake by 12% in Q2 2026, selling an estimated $111K and leaving 70,830 shares worth $768K. The position accounts for 0.01% of the portfolio, ranked #801.

Independent Financial Group first reported a position in PGX in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.97M in Q1 2022. 407 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Independent Financial Group held 70,830 shares of Invesco Preferred ETF worth $768K as of Q2 2026.
Independent Financial Group sold 10,061 Invesco Preferred ETF shares in Q2 2026, an estimated $111K.
Invesco Preferred ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #801 holding.
Independent Financial Group first reported a position in Invesco Preferred ETF in Q1 2020 and has held it in 26 quarters since.
Independent Financial Group's Invesco Preferred ETF position peaked at $1.97M in Q1 2022.
407 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.