JFG
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JDM Financial Group’s Invesco Preferred ETF PGX Stock Holding History

JDM 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 		$16.8K Sell
1,550
-820
-35% -$9.05K 0.01% 177
2026
Q1 		$25.8K Hold
2,370
– – 0.01% 134
2025
Q4 		$26.6K Hold
2,370
– – 0.01% 128
2025
Q3 		$27.5K Hold
2,370
– – 0.01% 122
2025
Q2 		$26.4K Hold
2,370
– – 0.01% 119
2025
Q1 		$26.6K Hold
2,370
– – 0.01% 115
2024
Q4 		$27.3K Hold
2,370
– – 0.01% 116
2024
Q3 		$29.3K Hold
2,370
– – 0.02% 110
2024
Q2 		$27.4K Hold
2,370
– – 0.02% 102
2024
Q1 		$28.2K Hold
2,370
– – 0.02% 95
2023
Q4 		$27.2K Hold
2,370
– – 0.02% 90
2023
Q3 		$26K Hold
2,370
– – 0.02% 89
2023
Q2 		$26.9K Sell
2,370
-2,150
-48% -$24.4K 0.02% 91
2023
Q1 		$51.9K Hold
4,520
– – 0.05% 67
2022
Q4 		$50.5K Buy
+4,520
New +$52.3K 0.05% 66

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CC
Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
LPL Financial
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

JDM Financial Group's PGX Position: Q2 2026 in Review

JDM Financial Group reduced its Invesco Preferred ETF (PGX) stake by 35% in Q2 2026, selling an estimated $9.05K and leaving 1,550 shares worth $16.8K. The position accounts for 0.01% of the portfolio, ranked #177.

JDM Financial Group first reported a position in PGX in Q4 2022 and has held it in 15 quarters since. The position peaked at $51.9K in Q1 2023. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • JDM Financial Group held 1,550 shares of Invesco Preferred ETF worth $16.8K as of Q2 2026.
  • JDM Financial Group sold 820 Invesco Preferred ETF shares in Q2 2026, an estimated $9.05K.
  • Invesco Preferred ETF made up 0.01% of JDM Financial Group's portfolio in Q2 2026, its #177 holding.
  • JDM Financial Group first reported a position in Invesco Preferred ETF in Q4 2022 and has held it in 15 quarters since.
  • JDM Financial Group's Invesco Preferred ETF position peaked at $51.9K in Q1 2023.
  • 408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.