Lloyd Advisory Services’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
Q2
Sell
-752
Closed -$8.19K 898
2026
Q1
$8.19K Buy
+752
New +$8.5K ﹤0.01% 499

Other funds holding PGX

Lloyd Advisory Services's PGX Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Invesco Preferred ETF (PGX) in Q2 2026, closing a stake of 752 shares — an estimated $8.19K sold.

Lloyd Advisory Services first reported a position in PGX in Q1 2026 and held it in 1 quarter. The position peaked at $8.19K in Q1 2026. 407 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Lloyd Advisory Services reported no remaining Invesco Preferred ETF position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 752 Invesco Preferred ETF shares in Q2 2026, an estimated $8.19K.
  • Lloyd Advisory Services first reported a position in Invesco Preferred ETF in Q1 2026 and held it in 1 quarter.
  • Lloyd Advisory Services's Invesco Preferred ETF position peaked at $8.19K in Q1 2026.
  • 407 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.