LaSalle St. Investment Advisors’s Invesco Preferred ETF PGX Stock Holding History

LaSalle St. Investment Advisors’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	$128K	Buy	+11,775	New	+$133K	0.02%	402

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

LaSalle St. Investment Advisors's PGX Position: Q1 2026 in Review

LaSalle St. Investment Advisors opened a new position in Invesco Preferred ETF (PGX) in Q1 2026: 11,775 shares worth $128K. The stake represents 0.02% of the portfolio and ranks #402 among its holdings.

414 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

LaSalle St. Investment Advisors held 11,775 shares of Invesco Preferred ETF worth $128K as of Q1 2026.
Invesco Preferred ETF was a new LaSalle St. Investment Advisors position in Q1 2026.
Invesco Preferred ETF made up 0.02% of LaSalle St. Investment Advisors's portfolio in Q1 2026, its #402 holding.
414 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.