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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
Q2 		$99K Buy
9,135
+1,135
+14% +$12.5K ﹤0.01% 1190
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CC
Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $69.6M AUM 1.92% 1-Year Est. Return

Larson Financial Group's PGX Position: Q2 2026 in Review

Larson Financial Group increased its Invesco Preferred ETF (PGX) stake by 14% in Q2 2026, buying an estimated $12.5K and bringing the position to 9,135 shares worth $99K. The position accounts for ﹤0.01% of the portfolio, ranked #1190.

Larson Financial Group first reported a position in PGX in Q4 2019 and has held it in 14 quarters since. The position peaked at $146K in Q3 2025. 409 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Larson Financial Group held 9,135 shares of Invesco Preferred ETF worth $99K as of Q2 2026.
  • Larson Financial Group bought 1,135 Invesco Preferred ETF shares in Q2 2026, an estimated $12.5K.
  • Invesco Preferred ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1190 holding.
  • Larson Financial Group first reported a position in Invesco Preferred ETF in Q4 2019 and has held it in 14 quarters since.
  • Larson Financial Group's Invesco Preferred ETF position peaked at $146K in Q3 2025.
  • 409 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.