Investors Research Corp’s Invesco Preferred ETF PGX Stock Holding History

Investors Research Corp’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	$6.6M	Buy	609,077 +30,800	+5%	+$340K	1.18%	21
2026 Q1	$6.29M	Buy	578,277 +37,756	+7%	+$427K	1.2%	21
2025 Q4	$6.08M	Buy	540,521 +32,282	+6%	+$368K	1.11%	20
2025 Q3	$5.9M	Buy	508,239 +26,969	+6%	+$309K	1.09%	20
2025 Q2	$5.36M	Buy	481,270 +37,418	+8%	+$412K	1.05%	21
2025 Q1	$4.98M	Buy	443,852 +47,990	+12%	+$555K	1.08%	18
2024 Q4	$4.56M	Buy	395,862 +32,282	+9%	+$388K	1%	19
2024 Q3	$4.49M	Buy	363,580 +29,175	+9%	+$348K	0.98%	19
2024 Q2	$3.86M	Buy	334,405 +25,705	+8%	+$297K	0.9%	19
2024 Q1	$3.67M	Buy	308,700 +10,224	+3%	+$120K	0.86%	19
2023 Q4	$3.42M	Buy	298,476 +14,583	+5%	+$159K	0.83%	19
2023 Q3	$3.11M	Sell	283,893 -1,320	-0.5%	-$14.8K	0.81%	20
2023 Q2	$3.24M	Buy	285,213 +11,829	+4%	+$134K	0.82%	20
2023 Q1	$3.14M	Buy	273,384 +15,231	+6%	+$183K	0.82%	20
2022 Q4	$2.89M	Buy	258,153 +10,816	+4%	+$125K	0.78%	21
2022 Q3	$2.94M	Buy	247,337 +21,550	+10%	+$271K	0.9%	21
2022 Q2	$2.79M	Buy	225,787 +27,285	+14%	+$343K	0.84%	21
2022 Q1	$2.69M	Buy	198,502 +34,108	+21%	+$475K	0.76%	29
2021 Q4	$2.47M	Buy	164,394 +29,609	+22%	+$441K	0.75%	31
2021 Q3	$2.03M	Buy	134,785 +20,895	+18%	+$317K	0.68%	35
2021 Q2	$1.75M	Buy	113,890 +26,679	+31%	+$403K	0.6%	36
2021 Q1	$1.31M	Buy	87,211 +30,623	+54%	+$455K	0.49%	49
2020 Q4	$864K	Buy	56,588 +35,978	+175%	+$540K	0.34%	91
2020 Q3	$304K	Buy	+20,610	New	+$302K	0.15%	204

Other funds holding PGX

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

TLP

Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $472M AUM

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

Brighton Securities Rochester, New York $233M AUM 15.96% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Investors Research Corp's PGX Position: Q2 2026 in Review

Investors Research Corp increased its Invesco Preferred ETF (PGX) stake by 5.3% in Q2 2026, buying an estimated $340K and bringing the position to 609,077 shares worth $6.6M. The position accounts for 1.18% of the portfolio, ranked #21.

Investors Research Corp first reported a position in PGX in Q3 2020 and has held it in 24 quarters since. 124 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Investors Research Corp held 609,077 shares of Invesco Preferred ETF worth $6.6M as of Q2 2026.
Investors Research Corp bought 30,800 Invesco Preferred ETF shares in Q2 2026, an estimated $340K.
Invesco Preferred ETF made up 1.18% of Investors Research Corp's portfolio in Q2 2026, its #21 holding.
Investors Research Corp first reported a position in Invesco Preferred ETF in Q3 2020 and has held it in 24 quarters since.
124 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.