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

Level Four Advisory Services's PGX Position: Q2 2026 in Review

Level Four Advisory Services reduced its Invesco Preferred ETF (PGX) stake by 31% in Q2 2026, selling an estimated $110K and leaving 21,986 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #832.

Level Four Advisory Services first reported a position in PGX in Q1 2017 and has held it in 31 quarters since. The position peaked at $1.72M in Q3 2017. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

• Level Four Advisory Services held 21,986 shares of Invesco Preferred ETF worth $238K as of Q2 2026.
• Level Four Advisory Services sold 9,933 Invesco Preferred ETF shares in Q2 2026, an estimated $110K.
• Invesco Preferred ETF made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #832 holding.
• Level Four Advisory Services first reported a position in Invesco Preferred ETF in Q1 2017 and has held it in 31 quarters since.
• Level Four Advisory Services's Invesco Preferred ETF position peaked at $1.72M in Q3 2017.
• 408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.