Level Four Advisory Services’s Invesco Preferred ETF PGX Stock Holding History

Level Four Advisory Services's PGX Position: Q1 2026 in Review

Level Four Advisory Services reduced its Invesco Preferred ETF (PGX) stake by 2.2% in Q1 2026, selling an estimated $8.01K and leaving 31,919 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #672.

Level Four Advisory Services first reported a position in PGX in Q1 2017 and has held it in 30 quarters since. The position peaked at $1.72M in Q3 2017. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

• Level Four Advisory Services held 31,919 shares of Invesco Preferred ETF worth $347K as of Q1 2026.
• Level Four Advisory Services sold 709 Invesco Preferred ETF shares in Q1 2026, an estimated $8.01K.
• Invesco Preferred ETF made up 0.01% of Level Four Advisory Services's portfolio in Q1 2026, its #672 holding.
• Level Four Advisory Services first reported a position in Invesco Preferred ETF in Q1 2017 and has held it in 30 quarters since.
• Level Four Advisory Services's Invesco Preferred ETF position peaked at $1.72M in Q3 2017.
• 413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.