Joel Greenblatt’s Invesco Preferred ETF PGX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.31M Buy
305,685
+8,996
+3% +$99.3K 0.01% 1038
2026
Q1
$3.23M Buy
296,689
+115,042
+63% +$1.3M 0.01% 975
2025
Q4
$2.04M Buy
181,647
+59,491
+49% +$678K 0.01% 1031
2025
Q3
$1.42M Buy
122,156
+9,434
+8% +$108K 0.01% 1100
2025
Q2
$1.25M Sell
112,722
-13,156
-10% -$145K 0.01% 1073
2025
Q1
$1.41M Buy
125,878
+3,486
+3% +$40.3K 0.01% 903
2024
Q4
$1.41M Buy
122,392
+9,773
+9% +$118K 0.01% 809
2024
Q3
$1.39M Buy
112,619
+82
+0.1% +$979 0.01% 829
2024
Q2
$1.3M Buy
+112,537
New +$1.3M 0.02% 809

Other funds holding PGX

Joel Greenblatt's PGX Position: Q2 2026 in Review

Joel Greenblatt increased its Invesco Preferred ETF (PGX) stake by 3% in Q2 2026, buying an estimated $99.3K and bringing the position to 305,685 shares worth $3.31M. The position accounts for 0.01% of the portfolio, ranked #1038.

Joel Greenblatt first reported a position in PGX in Q2 2024 and has held it in 9 quarters since. 407 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Joel Greenblatt held 305,685 shares of Invesco Preferred ETF worth $3.31M as of Q2 2026.
  • Joel Greenblatt bought 8,996 Invesco Preferred ETF shares in Q2 2026, an estimated $99.3K.
  • Invesco Preferred ETF made up 0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1038 holding.
  • Joel Greenblatt first reported a position in Invesco Preferred ETF in Q2 2024 and has held it in 9 quarters since.
  • 407 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.