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
2023 Q4	–	Sell	-23,700	Closed	-$260K	–	13070
2023 Q3	$260K	Sell	23,700 -28,000	-54%	-$313K	﹤0.01%	9669
2023 Q2	$588K	Buy	51,700 +2,900	+6%	+$32.9K	﹤0.01%	7930
2023 Q1	$560K	Buy	48,800 +38,400	+369%	+$461K	﹤0.01%	8282
2022 Q4	$116K	Sell	10,400 -11,900	-53%	-$138K	﹤0.01%	10805
2022 Q3	$265K	Buy	+22,300	New	+$281K	﹤0.01%	10115
2021 Q2	–	Sell	-13,400	Closed	-$201K	–	13081
2021 Q1	$201K	Buy	+13,400	New	+$199K	﹤0.01%	11414
2020 Q4	–	Sell	-12,200	Closed	-$180K	–	11553
2020 Q3	$180K	Sell	12,200 -8,400	-41%	-$123K	﹤0.01%	9552
2020 Q2	$291K	Buy	+20,600	New	+$289K	﹤0.01%	8411
2015 Q2	–	Sell	-12,500	Closed	-$186K	–	10359
2015 Q1	$186K	Sell	12,500 -17,200	-58%	-$255K	﹤0.01%	8679
2014 Q4	$437K	Sell	29,700 -3,100	-9%	-$45.2K	﹤0.01%	7485
2014 Q3	$474K	Buy	32,800 +17,100	+109%	+$248K	﹤0.01%	7313
2014 Q2	$230K	Sell	15,700 -12,100	-44%	-$175K	﹤0.01%	8831
2014 Q1	$396K	Buy	+27,800	New	+$388K	﹤0.01%	7133

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.