Jeff Yass’s Invesco Preferred ETF PGX Stock Holding History

Jeff Yass’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
2024 Q4	–	Sell	-14,700	Closed	-$182K	–	12969
2024 Q3	$182K	Buy	14,700 +2,500	+20%	+$29.8K	﹤0.01%	10560
2024 Q2	$141K	Buy	+12,200	New	+$141K	﹤0.01%	10762
2023 Q4	–	Sell	-113,500	Closed	-$1.24M	–	13069
2023 Q3	$1.24M	Buy	113,500 +92,600	+443%	+$1.04M	﹤0.01%	6139
2023 Q2	$238K	Buy	20,900 +10,200	+95%	+$116K	﹤0.01%	9919
2023 Q1	$123K	Sell	10,700 -14,100	-57%	-$169K	﹤0.01%	11107
2022 Q4	$277K	Sell	24,800 -8,600	-26%	-$99.5K	﹤0.01%	9285
2022 Q3	$397K	Buy	+33,400	New	+$420K	﹤0.01%	9071
2021 Q2	–	Sell	-13,700	Closed	-$206K	–	13080
2021 Q1	$206K	Buy	+13,700	New	+$204K	﹤0.01%	11373
2020 Q3	–	Sell	-28,000	Closed	-$395K	–	10998
2020 Q2	$395K	Buy	+28,000	New	+$392K	﹤0.01%	7846
2014 Q2	–	Sell	-68,200	Closed	-$973K	–	10011
2014 Q1	$973K	Sell	68,200 -500	-0.7%	-$6.98K	﹤0.01%	5567
2013 Q4	$923K	Buy	+68,700	New	+$937K	﹤0.01%	5651

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Jeff Yass's PGX Position: Q2 2026 in Review

Jeff Yass increased its Invesco Preferred ETF (PGX) stake by 90% in Q2 2026, buying an estimated $385K and bringing the position to 73,589 shares worth $798K. The position accounts for ﹤0.01% of the portfolio, ranked #8788.

Jeff Yass first reported a position in PGX in Q2 2013 and has held it in 43 quarters since. The position peaked at $11.6M in Q3 2024. 407 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Jeff Yass held 73,589 shares of Invesco Preferred ETF worth $798K as of Q2 2026.
Jeff Yass bought 34,915 Invesco Preferred ETF shares in Q2 2026, an estimated $385K.
Invesco Preferred ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #8788 holding.
Jeff Yass first reported a position in Invesco Preferred ETF in Q2 2013 and has held it in 43 quarters since.
Jeff Yass's Invesco Preferred ETF position peaked at $11.6M in Q3 2024.
407 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.