Lowe Brockenbrough & Co’s Invesco Preferred ETF PGX Stock Holding History

Lowe Brockenbrough & Co’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	$15.2K	Hold	1,400	–	–	﹤0.01%	324
2026 Q1	$15.2K	Hold	1,400	–	–	﹤0.01%	317
2025 Q4	$15.7K	Hold	1,400	–	–	﹤0.01%	318
2025 Q3	$16.2K	Hold	1,400	–	–	﹤0.01%	318
2025 Q2	$15.6K	Buy	+1,400	New	+$15.4K	﹤0.01%	302
2021 Q1	–	Sell	-13,900	Closed	-$212K	–	222
2020 Q4	$212K	Hold	13,900	–	–	0.02%	205
2020 Q3	$205K	Hold	13,900	–	–	0.03%	201
2020 Q2	$196K	Hold	13,900	–	–	0.03%	203
2020 Q1	$183K	Buy	13,900 +400	+3%	+$5.75K	0.03%	194
2019 Q4	$203K	Buy	13,500 +3,500	+35%	+$52.2K	0.03%	213
2019 Q3	$150K	Hold	10,000	–	–	0.02%	214
2019 Q2	$146K	Buy	+10,000	New	+$146K	0.02%	208

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Lowe Brockenbrough & Co's PGX Position: Q2 2026 in Review

Lowe Brockenbrough & Co held its Invesco Preferred ETF (PGX) position steady in Q2 2026 at 1,400 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

Lowe Brockenbrough & Co first reported a position in PGX in Q2 2019 and has held it in 12 quarters since. The position peaked at $212K in Q4 2020. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Lowe Brockenbrough & Co held 1,400 shares of Invesco Preferred ETF worth $15.2K as of Q2 2026.
Lowe Brockenbrough & Co left its Invesco Preferred ETF share count unchanged in Q2 2026.
Invesco Preferred ETF made up ﹤0.01% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #324 holding.
Lowe Brockenbrough & Co first reported a position in Invesco Preferred ETF in Q2 2019 and has held it in 12 quarters since.
Lowe Brockenbrough & Co's Invesco Preferred ETF position peaked at $212K in Q4 2020.
408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.