Insigneo 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
$455K Hold
42,001
– – 0.02% 509
2026
Q1
$457K Sell
42,001
-10,132
-19% -$115K 0.03% 400
2025
Q4
$586K Buy
+52,133
New +$595K 0.04% 325

Other funds holding PGX

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

Insigneo Advisory Services held its Invesco Preferred ETF (PGX) position steady in Q2 2026 at 42,001 shares worth $455K. The position accounts for 0.02% of the portfolio, ranked #509.

Insigneo Advisory Services first reported a position in PGX in Q4 2025 and has held it in 3 quarters since. The position peaked at $586K in Q4 2025. 410 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Insigneo Advisory Services held 42,001 shares of Invesco Preferred ETF worth $455K as of Q2 2026.
  • Insigneo Advisory Services left its Invesco Preferred ETF share count unchanged in Q2 2026.
  • Invesco Preferred ETF made up 0.02% of Insigneo Advisory Services's portfolio in Q2 2026, its #509 holding.
  • Insigneo Advisory Services first reported a position in Invesco Preferred ETF in Q4 2025 and has held it in 3 quarters since.
  • Insigneo Advisory Services's Invesco Preferred ETF position peaked at $586K in Q4 2025.
  • 410 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

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