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Integrity Alliance’s Invesco Preferred ETF PGX Stock Holding History

Integrity 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 		– Sell
-59,879
Closed -$673K – 822
2025
Q4 		$673K Buy
+59,879
New +$683K 0.02% 387

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
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
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Integrity Alliance's PGX Position: Q1 2026 in Review

Integrity Alliance sold out of Invesco Preferred ETF (PGX) in Q1 2026, closing a stake of 59,879 shares — an estimated $673K sold.

Integrity Alliance first reported a position in PGX in Q4 2025 and held it in 1 quarter. The position peaked at $673K in Q4 2025. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

  • Integrity Alliance reported no remaining Invesco Preferred ETF position as of Q1 2026 after selling out during the quarter.
  • Integrity Alliance sold 59,879 Invesco Preferred ETF shares in Q1 2026, an estimated $673K.
  • Integrity Alliance first reported a position in Invesco Preferred ETF in Q4 2025 and held it in 1 quarter.
  • Integrity Alliance's Invesco Preferred ETF position peaked at $673K in Q4 2025.
  • 413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Integrity Alliance's 13F filing for Q1 2026, filed 11 May 2026.