KIA
PGX icon

KCM Investment Advisors’s Invesco Preferred ETF PGX Stock Holding History

KCM Investment Advisors’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
Q1 		$2.7M Sell
248,499
-8,667
-3% -$98K 0.09% 135
2025
Q4 		$2.89M Sell
257,166
-7,647
-3% -$87.2K 0.09% 131
2025
Q3 		$3.07M Sell
264,813
-7,909
-3% -$90.6K 0.1% 125
2025
Q2 		$3.04M Sell
272,722
-10,922
-4% -$120K 0.1% 127
2025
Q1 		$3.18M Sell
283,644
-59,970
-17% -$694K 0.11% 119
2024
Q4 		$3.96M Sell
343,614
-15,467
-4% -$186K 0.14% 109
2024
Q3 		$4.43M Sell
359,081
-11,502
-3% -$137K 0.15% 105
2024
Q2 		$4.28M Sell
370,583
-60,971
-14% -$705K 0.15% 100
2024
Q1 		$5.13M Sell
431,554
-36,801
-8% -$434K 0.19% 96
2023
Q4 		$5.37M Sell
468,355
-110,437
-19% -$1.21M 0.21% 90
2023
Q3 		$6.34M Sell
578,792
-76,374
-12% -$854K 0.27% 81
2023
Q2 		$7.45M Sell
655,166
-76,411
-10% -$867K 0.3% 74
2023
Q1 		$8.4M Sell
731,577
-139,423
-16% -$1.67M 0.34% 67
2022
Q4 		$9.74M Sell
871,000
-57,468
-6% -$665K 0.42% 59
2022
Q3 		$11M Sell
928,468
-285,845
-24% -$3.6M 0.51% 55
2022
Q2 		$15M Sell
1,214,313
-53,365
-4% -$671K 0.65% 47
2022
Q1 		$17.2M Sell
1,267,678
-64,692
-5% -$901K 0.63% 50
2021
Q4 		$20M Sell
1,332,370
-29,077
-2% -$433K 0.7% 47
2021
Q3 		$20.5M Buy
1,361,447
+50,784
+4% +$771K 0.81% 41
2021
Q2 		$20.1M Buy
1,310,663
+32,942
+3% +$498K 0.81% 40
2021
Q1 		$19.2M Buy
1,277,721
+19,820
+2% +$295K 0.85% 40
2020
Q4 		$19.2M Buy
1,257,901
+144,718
+13% +$2.17M 0.93% 34
2020
Q3 		$16.4M Buy
1,113,183
+118,992
+12% +$1.75M 0.91% 37
2020
Q2 		$14M Buy
994,191
+175,980
+22% +$2.47M 0.79% 41
2020
Q1 		$10.8M Buy
818,211
+13,625
+2% +$196K 0.73% 47
2019
Q4 		$12.1M Buy
804,586
+44,929
+6% +$671K 0.66% 46
2019
Q3 		$11.4M Sell
759,657
-2,342
-0.3% -$34.9K 0.66% 46
2019
Q2 		$11.1M Buy
761,999
+19,579
+3% +$286K 0.67% 46
2019
Q1 		$10.8M Sell
742,420
-31,286
-4% -$445K 0.7% 43
2018
Q4 		$10.4M Sell
773,706
-84,423
-10% -$1.16M 0.69% 42
2018
Q3 		$12.3M Sell
858,129
-32,839
-4% -$477K 0.7% 38
2018
Q2 		$13M Sell
890,968
-22,674
-2% -$328K 0.8% 33
2018
Q1 		$13.3M Buy
913,642
+6,095
+0.7% +$88.8K 0.81% 33
2017
Q4 		$13.5M Buy
907,547
+16,763
+2% +$251K 0.79% 33
2017
Q3 		$13.4M Sell
890,784
-1,214
-0.1% -$18.3K 0.82% 31
2017
Q2 		$13.5M Buy
891,998
+9,491
+1% +$142K 0.84% 28
2017
Q1 		$13.1M Buy
882,507
+44,173
+5% +$647K 0.84% 26
2016
Q4 		$11.9M Buy
838,334
+34,872
+4% +$508K 0.8% 28
2016
Q3 		$12.2M Buy
803,462
+171,780
+27% +$2.63M 0.83% 25
2016
Q2 		$9.63M Buy
631,682
+80,894
+15% +$1.21M 0.67% 38
2016
Q1 		$8.22M Buy
550,788
+84,695
+18% +$1.25M 0.6% 45
2015
Q4 		$6.97M Buy
466,093
+9,287
+2% +$137K 0.55% 50
2015
Q3 		$6.66M Buy
456,806
+39,038
+9% +$571K 0.55% 51
2015
Q2 		$6.07M Buy
417,768
+6,904
+2% +$102K 0.48% 55
2015
Q1 		$6.13M Buy
410,864
+32,456
+9% +$481K 0.49% 56
2014
Q4 		$5.56M Buy
378,408
+44,733
+13% +$652K 0.47% 58
2014
Q3 		$4.83M Buy
333,675
+52,234
+19% +$758K 0.44% 64
2014
Q2 		$4.12M Buy
281,441
+35,800
+15% +$517K 0.38% 72
2014
Q1 		$3.5M Sell
245,641
-5,713
-2% -$79.8K 0.36% 82
2013
Q4 		$3.38M Buy
251,354
+129,897
+107% +$1.77M 0.37% 82
2013
Q3 		$1.66M Buy
121,457
+3,370
+3% +$46.7K 0.2% 143
2013
Q2 		$1.69M Buy
+118,087
New +$1.74M 0.2% 139

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

KCM Investment Advisors's PGX Position: Q1 2026 in Review

KCM Investment Advisors reduced its Invesco Preferred ETF (PGX) stake by 3.4% in Q1 2026, selling an estimated $98K and leaving 248,499 shares worth $2.7M. The position accounts for 0.09% of the portfolio, ranked #135.

KCM Investment Advisors first reported a position in PGX in Q2 2013 and has held it in 52 quarters since. The position peaked at $20.5M in Q3 2021. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

  • KCM Investment Advisors held 248,499 shares of Invesco Preferred ETF worth $2.7M as of Q1 2026.
  • KCM Investment Advisors sold 8,667 Invesco Preferred ETF shares in Q1 2026, an estimated $98K.
  • Invesco Preferred ETF made up 0.09% of KCM Investment Advisors's portfolio in Q1 2026, its #135 holding.
  • KCM Investment Advisors first reported a position in Invesco Preferred ETF in Q2 2013 and has held it in 52 quarters since.
  • KCM Investment Advisors's Invesco Preferred ETF position peaked at $20.5M in Q3 2021.
  • 413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.