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Legacy Financial Independent Advisors’s Invesco Preferred ETF PGX Stock Holding History

Legacy Financial Independent 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
Q2 		$151K Sell
13,941
-2,480
-15% -$27.4K 0.07% 124
2026
Q1 		$179K Buy
+16,421
New +$186K 0.09% 111

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

Legacy Financial Independent Advisors's PGX Position: Q2 2026 in Review

Legacy Financial Independent Advisors reduced its Invesco Preferred ETF (PGX) stake by 15% in Q2 2026, selling an estimated $27.4K and leaving 13,941 shares worth $151K. The position accounts for 0.07% of the portfolio, ranked #124.

Legacy Financial Independent Advisors first reported a position in PGX in Q1 2026 and has held it in 2 quarters since. The position peaked at $179K in Q1 2026. 406 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Legacy Financial Independent Advisors held 13,941 shares of Invesco Preferred ETF worth $151K as of Q2 2026.
  • Legacy Financial Independent Advisors sold 2,480 Invesco Preferred ETF shares in Q2 2026, an estimated $27.4K.
  • Invesco Preferred ETF made up 0.07% of Legacy Financial Independent Advisors's portfolio in Q2 2026, its #124 holding.
  • Legacy Financial Independent Advisors first reported a position in Invesco Preferred ETF in Q1 2026 and has held it in 2 quarters since.
  • Legacy Financial Independent Advisors's Invesco Preferred ETF position peaked at $179K in Q1 2026.
  • 406 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Legacy Financial Independent Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.