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
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: Q1 2026 in Review

Insigneo Advisory Services reduced its Invesco Preferred ETF (PGX) stake by 19% in Q1 2026, selling an estimated $115K and leaving 42,001 shares worth $457K. The position accounts for 0.03% of the portfolio, ranked #400.

Insigneo Advisory Services first reported a position in PGX in Q4 2025 and has held it in 2 quarters since. The position peaked at $586K in Q4 2025. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

  • Insigneo Advisory Services held 42,001 shares of Invesco Preferred ETF worth $457K as of Q1 2026.
  • Insigneo Advisory Services sold 10,132 Invesco Preferred ETF shares in Q1 2026, an estimated $115K.
  • Invesco Preferred ETF made up 0.03% of Insigneo Advisory Services's portfolio in Q1 2026, its #400 holding.
  • Insigneo Advisory Services first reported a position in Invesco Preferred ETF in Q4 2025 and has held it in 2 quarters since.
  • Insigneo Advisory Services's Invesco Preferred ETF position peaked at $586K in Q4 2025.
  • 413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.