Lido Advisors’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $656K | Sell |
60,281
-976
| -2% | -$11K | ﹤0.01% | 1159 |
|
|
2025
Q4 | $711K | Hold |
61,257
| – | – | ﹤0.01% | 1148 |
|
|
2025
Q3 | $711K | Buy |
61,257
+5,989
| +11% | +$68.6K | ﹤0.01% | 1090 |
|
|
2025
Q2 | $615K | Buy |
55,268
+7,110
| +15% | +$78.3K | ﹤0.01% | 1034 |
|
|
2025
Q1 | $540K | Sell |
48,158
-5,190
| -10% | -$60.1K | ﹤0.01% | 998 |
|
|
2024
Q4 | $615K | Buy |
53,348
+1,490
| +3% | +$17.9K | ﹤0.01% | 941 |
|
|
2024
Q3 | $640K | Buy |
51,858
+5,128
| +11% | +$61.2K | ﹤0.01% | 868 |
|
|
2024
Q2 | $540K | Sell |
46,730
-529
| -1% | -$6.12K | ﹤0.01% | 903 |
|
|
2024
Q1 | $561K | Buy |
47,259
+3,551
| +8% | +$41.8K | ﹤0.01% | 866 |
|
|
2023
Q4 | $501K | Sell |
43,708
-436,241
| -91% | -$4.76M | ﹤0.01% | 862 |
|
|
2023
Q3 | $5.26M | Sell |
479,949
-32,611
| -6% | -$365K | 0.04% | 230 |
|
|
2023
Q2 | $5.83M | Sell |
512,560
-37,774
| -7% | -$429K | 0.04% | 202 |
|
|
2023
Q1 | $6.32M | Buy |
550,334
+16,032
| +3% | +$192K | 0.06% | 177 |
|
|
2022
Q4 | $5.97M | Sell |
534,302
-225,675
| -30% | -$2.61M | 0.07% | 149 |
|
|
2022
Q3 | $9.03M | Buy |
759,977
+4,524
| +0.6% | +$56.9K | 0.11% | 90 |
|
|
2022
Q2 | $9.32M | Buy |
755,453
+25,946
| +4% | +$326K | 0.12% | 86 |
|
|
2022
Q1 | $9.9M | Sell |
729,507
-12,768
| -2% | -$178K | 0.11% | 96 |
|
|
2021
Q4 | $11.1M | Buy |
742,275
+103,966
| +16% | +$1.55M | 0.12% | 87 |
|
|
2021
Q3 | $9.59M | Buy |
638,309
+22,097
| +4% | +$335K | 0.13% | 85 |
|
|
2021
Q2 | $9.44M | Buy |
616,212
+162,814
| +36% | +$2.46M | 0.13% | 95 |
|
|
2021
Q1 | $6.8M | Buy |
453,398
+23,186
| +5% | +$345K | 0.12% | 109 |
|
|
2020
Q4 | $6.57M | Buy |
430,212
+75,398
| +21% | +$1.13M | 0.14% | 95 |
|
|
2020
Q3 | $5.23M | Buy |
354,814
+112,562
| +46% | +$1.65M | 0.13% | 92 |
|
|
2020
Q2 | $3.42M | Buy |
242,252
+101,034
| +72% | +$1.42M | 0.1% | 117 |
|
|
2020
Q1 | $1.86M | Buy |
141,218
+6,992
| +5% | +$101K | 0.08% | 140 |
|
|
2019
Q4 | $2.02M | Buy |
134,226
+14,686
| +12% | +$219K | 0.08% | 139 |
|
|
2019
Q3 | $1.79M | Buy |
119,540
+5,368
| +5% | +$79.9K | 0.09% | 138 |
|
|
2019
Q2 | $1.67M | Sell |
114,172
-1,354
| -1% | -$19.8K | 0.1% | 130 |
|
|
2019
Q1 | $1.68M | Buy |
115,526
+40,369
| +54% | +$574K | 0.11% | 121 |
|
|
2018
Q4 | $1.01M | Buy |
75,157
+6,326
| +9% | +$87.3K | 0.1% | 128 |
|
|
2018
Q3 | $985K | Buy |
68,831
+33,526
| +95% | +$487K | 0.1% | 127 |
|
|
2018
Q2 | $514K | Buy |
35,305
+3,166
| +10% | +$45.8K | 0.06% | 199 |
|
|
2018
Q1 | $469K | Buy |
+32,139
| New | +$468K | 0.06% | 197 |
|
Other funds holding PGX
BI
SAMC
Lido Advisors's PGX Position: Q1 2026 in Review
Lido Advisors reduced its Invesco Preferred ETF (PGX) stake by 1.6% in Q1 2026, selling an estimated $11K and leaving 60,281 shares worth $656K. The position accounts for ﹤0.01% of the portfolio, ranked #1159.
Lido Advisors first reported a position in PGX in Q1 2018 and has held it in 33 quarters since. The position peaked at $11.1M in Q4 2021. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.
- Lido Advisors held 60,281 shares of Invesco Preferred ETF worth $656K as of Q1 2026.
- Lido Advisors sold 976 Invesco Preferred ETF shares in Q1 2026, an estimated $11K.
- Invesco Preferred ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1159 holding.
- Lido Advisors first reported a position in Invesco Preferred ETF in Q1 2018 and has held it in 33 quarters since.
- Lido Advisors's Invesco Preferred ETF position peaked at $11.1M in Q4 2021.
- 413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.
Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.