Larson Financial Group’s Invesco Preferred ETF PGX Stock Holding History

Larson 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	$87K	Hold	8,000	–	–	﹤0.01%	1060
2025 Q4	$89.9K	Sell	8,000 -4,590	-36%	-$52.3K	﹤0.01%	969
2025 Q3	$146K	Buy	12,590 +10,978	+681%	+$126K	0.01%	776
2025 Q2	$17.9K	Buy	1,612 +23	+1%	+$253	﹤0.01%	1537
2025 Q1	$17.8K	Buy	1,589 +23	+1%	+$266	﹤0.01%	1408
2024 Q4	$18.1K	Buy	1,566 +23	+1%	+$277	﹤0.01%	1258
2024 Q3	$19.1K	Buy	1,543 +22	+1%	+$263	﹤0.01%	1237
2024 Q2	$17.6K	Buy	+1,521	New	+$17.6K	﹤0.01%	1093
2021 Q1	–	Sell	-142	Closed	-$2K	–	906
2020 Q4	$2K	Buy	142 +10	+8%	+$150	﹤0.01%	650
2020 Q3	$2K	Sell	132 -689	-84%	-$10.1K	﹤0.01%	611
2020 Q2	$12K	Buy	821 +706	+614%	+$9.89K	0.01%	361
2020 Q1	$2K	Buy	115 +3	+3%	+$43	﹤0.01%	439
2019 Q4	$2K	Buy	+112	New	+$1.67K	﹤0.01%	463

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

Larson Financial Group held its Invesco Preferred ETF (PGX) position steady in Q1 2026 at 8,000 shares worth $87K. The position accounts for ﹤0.01% of the portfolio, ranked #1060.

Larson Financial Group first reported a position in PGX in Q4 2019 and has held it in 13 quarters since. The position peaked at $146K in Q3 2025. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

Larson Financial Group held 8,000 shares of Invesco Preferred ETF worth $87K as of Q1 2026.
Larson Financial Group left its Invesco Preferred ETF share count unchanged in Q1 2026.
Invesco Preferred ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1060 holding.
Larson Financial Group first reported a position in Invesco Preferred ETF in Q4 2019 and has held it in 13 quarters since.
Larson Financial Group's Invesco Preferred ETF position peaked at $146K in Q3 2025.
413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.