Ken Griffin
PGX icon

Ken Griffin’s Invesco Preferred ETF PGX Stock Holding History

Ken Griffin’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 		$4.74M Buy
+435,531
New +$4.92M ﹤0.01% 4434
2025
Q1 		– Sell
-44,407
Closed -$514K – 15319
2024
Q4 		$512K Buy
44,407
+43,985
+10,423% +$529K ﹤0.01% 8497
2024
Q3 		$5.21K Sell
422
-141,078
-100% -$1.68M ﹤0.01% 13514
2024
Q2 		$1.63M Sell
141,500
-12,480
-8% -$144K ﹤0.01% 5693
2024
Q1 		$1.83M Buy
153,980
+69,730
+83% +$822K ﹤0.01% 5702
2023
Q4 		$966K Buy
84,250
+70,831
+528% +$773K ﹤0.01% 6755
2023
Q3 		$147K Buy
13,419
+6,315
+89% +$70.6K ﹤0.01% 10392
2023
Q2 		$80.8K Sell
7,104
-11,578
-62% -$131K ﹤0.01% 11240
2023
Q1 		$214K Sell
18,682
-61,227
-77% -$735K ﹤0.01% 10067
2022
Q4 		$893K Buy
79,909
+61,250
+328% +$708K ﹤0.01% 7025
2022
Q3 		$222K Buy
+18,659
New +$235K ﹤0.01% 10198
2022
Q2 		– Sell
-21,845
Closed -$296K – 13800
2022
Q1 		$296K Sell
21,845
-17,930
-45% -$250K ﹤0.01% 10630
2021
Q4 		$597K Buy
+39,775
New +$593K ﹤0.01% 9234
2021
Q2 		– Sell
-23,163
Closed -$347K – 14233
2021
Q1 		$347K Sell
23,163
-19,368
-46% -$288K ﹤0.01% 10506
2020
Q4 		$649K Buy
+42,531
New +$638K ﹤0.01% 7654
2019
Q1 		– Sell
-378,999
Closed -$5.11M – 9720
2018
Q4 		$5.11M Buy
378,999
+311,034
+458% +$4.29M ﹤0.01% 2757
2018
Q3 		$973K Buy
+67,965
New +$987K ﹤0.01% 5599
2018
Q2 		– Sell
-56,404
Closed -$823K – 9161
2018
Q1 		$823K Sell
56,404
-65,475
-54% -$954K ﹤0.01% 5089
2017
Q4 		$1.81M Buy
+121,879
New +$1.83M ﹤0.01% 3776
2017
Q1 		– Sell
-78,405
Closed -$1.12M – 7888
2016
Q4 		$1.12M Buy
+78,405
New +$1.14M ﹤0.01% 3709

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 $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $69.6M AUM 1.92% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Ken Griffin's PGX Position: Q1 2026 in Review

Ken Griffin opened a new position in Invesco Preferred ETF (PGX) in Q1 2026: 435,531 shares worth $4.74M. The stake represents ﹤0.01% of the portfolio and ranks #4434 among its holdings. This is a return to the name: Ken Griffin previously reported a position in PGX as recently as Q4 2024.

Ken Griffin first reported a position in PGX in Q4 2016 and has held it in 20 quarters since. The position peaked at $5.11M in Q4 2018. 415 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

  • Ken Griffin held 435,531 shares of Invesco Preferred ETF worth $4.74M as of Q1 2026.
  • Invesco Preferred ETF was a new Ken Griffin position in Q1 2026.
  • Invesco Preferred ETF made up ﹤0.01% of Ken Griffin's portfolio in Q1 2026, its #4434 holding.
  • Ken Griffin first reported a position in Invesco Preferred ETF in Q4 2016 and has held it in 20 quarters since.
  • Ken Griffin's Invesco Preferred ETF position peaked at $5.11M in Q4 2018.
  • 415 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

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