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Johnson Financial Group Inc (Wisconsin)’s Invesco Preferred ETF PGX Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$10.8K Buy
+1,000
New +$11K ﹤0.01% 633
2022
Q4 		– Sell
-635
Closed -$8K – 659
2022
Q3 		$8K Buy
+635
New +$7.99K ﹤0.01% 510
2021
Q2 		– Sell
-350
Closed -$5K – 793
2021
Q1 		$5K Buy
+350
New +$5.21K ﹤0.01% 578

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JP Morgan Chase
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Centiva Capital
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SAMC
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Johnson Financial Group Inc (Wisconsin)'s PGX Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) opened a new position in Invesco Preferred ETF (PGX) in Q2 2026: 1,000 shares worth $10.8K. The stake represents ﹤0.01% of the portfolio and ranks #633 among its holdings. This is a return to the name: Johnson Financial Group Inc (Wisconsin) previously reported a position in PGX as recently as Q3 2022.

Johnson Financial Group Inc (Wisconsin) first reported a position in PGX in Q1 2021 and has held it in 3 quarters since. 410 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 1,000 shares of Invesco Preferred ETF worth $10.8K as of Q2 2026.
  • Invesco Preferred ETF was a new Johnson Financial Group Inc (Wisconsin) position in Q2 2026.
  • Invesco Preferred ETF made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #633 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Invesco Preferred ETF in Q1 2021 and has held it in 3 quarters since.
  • 410 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.