Keating Financial Advisory Services’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
$91.3K Sell
8,425
-2,600
-24% -$28.7K 0.01% 522
2026
Q1
$120K Sell
11,025
-39
-0.4% -$441 0.02% 426
2025
Q4
$124K Buy
+11,064
New +$126K 0.02% 454

Other funds holding PGX

Keating Financial Advisory Services's PGX Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its Invesco Preferred ETF (PGX) stake by 24% in Q2 2026, selling an estimated $28.7K and leaving 8,425 shares worth $91.3K. The position accounts for 0.01% of the portfolio, ranked #522.

Keating Financial Advisory Services first reported a position in PGX in Q4 2025 and has held it in 3 quarters since. The position peaked at $124K in Q4 2025. 410 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Keating Financial Advisory Services held 8,425 shares of Invesco Preferred ETF worth $91.3K as of Q2 2026.
  • Keating Financial Advisory Services sold 2,600 Invesco Preferred ETF shares in Q2 2026, an estimated $28.7K.
  • Invesco Preferred ETF made up 0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #522 holding.
  • Keating Financial Advisory Services first reported a position in Invesco Preferred ETF in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's Invesco Preferred ETF position peaked at $124K in Q4 2025.
  • 410 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.