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Key Financial Inc’s Invesco Preferred ETF PGX Stock Holding History

Key Financial Inc’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 		– Sell
-94
Closed -$1.06K – 1456
2025
Q4 		$1.06K Hold
94
– – ﹤0.01% 1249
2025
Q3 		$1.1K Hold
94
– – ﹤0.01% 1258
2025
Q2 		$1.05K Buy
+94
New +$1.04K ﹤0.01% 1265

Other funds holding PGX

Bank of America
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 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 $495B AUM 43.24% 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

Key Financial Inc's PGX Position: Q1 2026 in Review

Key Financial Inc sold out of Invesco Preferred ETF (PGX) in Q1 2026, closing a stake of 94 shares — an estimated $1.06K sold.

Key Financial Inc first reported a position in PGX in Q2 2025 and held it in 3 quarters. The position peaked at $1.1K in Q3 2025. 416 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

  • Key Financial Inc reported no remaining Invesco Preferred ETF position as of Q1 2026 after selling out during the quarter.
  • Key Financial Inc sold 94 Invesco Preferred ETF shares in Q1 2026, an estimated $1.06K.
  • Key Financial Inc first reported a position in Invesco Preferred ETF in Q2 2025 and held it in 3 quarters.
  • Key Financial Inc's Invesco Preferred ETF position peaked at $1.1K in Q3 2025.
  • 416 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.