Key Capital Management’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
$2.83K Sell
261
-565
-68% -$6.23K ﹤0.01% 530
2026
Q1
$8.99K Buy
826
+822
+20,550% +$9.29K 0.01% 325
2025
Q4
$45 Buy
+4
New +$46 ﹤0.01% 527

Other funds holding PGX

Key Capital Management's PGX Position: Q2 2026 in Review

Key Capital Management reduced its Invesco Preferred ETF (PGX) stake by 68% in Q2 2026, selling an estimated $6.23K and leaving 261 shares worth $2.83K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

Key Capital Management first reported a position in PGX in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.99K in Q1 2026. 235 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Key Capital Management held 261 shares of Invesco Preferred ETF worth $2.83K as of Q2 2026.
  • Key Capital Management sold 565 Invesco Preferred ETF shares in Q2 2026, an estimated $6.23K.
  • Invesco Preferred ETF made up ﹤0.01% of Key Capital Management's portfolio in Q2 2026, its #530 holding.
  • Key Capital Management first reported a position in Invesco Preferred ETF in Q4 2025 and has held it in 3 quarters since.
  • Key Capital Management's Invesco Preferred ETF position peaked at $8.99K in Q1 2026.
  • 235 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.