KFG
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Kingdom Financial Group’s Invesco Preferred ETF PGX Stock Holding History

Kingdom Financial Group’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 		$8.19K Buy
752
+11
+1% +$124 ﹤0.01% 499
2025
Q4 		$8.33K Buy
+741
New +$8.45K ﹤0.01% 440

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

Kingdom Financial Group's PGX Position: Q1 2026 in Review

Kingdom Financial Group increased its Invesco Preferred ETF (PGX) stake by 1.5% in Q1 2026, buying an estimated $124 and bringing the position to 752 shares worth $8.19K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Kingdom Financial Group first reported a position in PGX in Q4 2025 and has held it in 2 quarters since. The position peaked at $8.33K in Q4 2025. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

  • Kingdom Financial Group held 752 shares of Invesco Preferred ETF worth $8.19K as of Q1 2026.
  • Kingdom Financial Group bought 11 Invesco Preferred ETF shares in Q1 2026, an estimated $124.
  • Invesco Preferred ETF made up ﹤0.01% of Kingdom Financial Group's portfolio in Q1 2026, its #499 holding.
  • Kingdom Financial Group first reported a position in Invesco Preferred ETF in Q4 2025 and has held it in 2 quarters since.
  • Kingdom Financial Group's Invesco Preferred ETF position peaked at $8.33K in Q4 2025.
  • 413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.