Lugano Financial Advisors SA (LFA)’s Invesco Preferred ETF PGX Stock Holding History

Lugano Financial Advisors SA (LFA)’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 Q1	$103K	Hold	9,530	–	–	0.05%	109
2025 Q4	$107K	Hold	9,530	–	–	0.06%	120
2025 Q3	$110K	Hold	9,530	–	–	0.06%	110
2025 Q2	$106K	Hold	9,530	–	–	0.06%	112
2025 Q1	$107K	Buy	9,530 +7,555	+383%	+$87.4K	0.07%	102
2024 Q4	$22.8K	Buy	+1,975	New	+$23.8K	0.01%	169

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s PGX Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) held its Invesco Preferred ETF (PGX) position steady in Q1 2026 at 9,530 shares worth $103K. The position accounts for 0.05% of the portfolio, ranked #109.

Lugano Financial Advisors SA (LFA) first reported a position in PGX in Q4 2024 and has held it in 6 quarters since. The position peaked at $110K in Q3 2025. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

Lugano Financial Advisors SA (LFA) held 9,530 shares of Invesco Preferred ETF worth $103K as of Q1 2026.
Lugano Financial Advisors SA (LFA) left its Invesco Preferred ETF share count unchanged in Q1 2026.
Invesco Preferred ETF made up 0.05% of Lugano Financial Advisors SA (LFA)'s portfolio in Q1 2026, its #109 holding.
Lugano Financial Advisors SA (LFA) first reported a position in Invesco Preferred ETF in Q4 2024 and has held it in 6 quarters since.
Lugano Financial Advisors SA (LFA)'s Invesco Preferred ETF position peaked at $110K in Q3 2025.
413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.