Mader & Shannon Wealth Management’s Invesco Preferred ETF PGX Stock Holding History

Mader & Shannon Wealth Management’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	–	Sell	-1,245,561	Closed	-$14.4M	–	23
2025 Q4	$14.4M	Hold	1,245,561	–	–	7.08%	5
2025 Q3	$14.4M	Buy	+1,245,561	New	+$14.3M	7.08%	5
2019 Q3	–	Sell	-10,893	Closed	-$159K	–	22
2019 Q2	$159K	Buy	+10,893	New	+$159K	0.14%	16
2017 Q3	–	Sell	-341,402	Closed	-$5.16M	–	28
2017 Q2	$5.16M	Buy	+341,402	New	+$5.13M	7.11%	3
2016 Q1	–	Sell	-975,722	Closed	-$14.6M	–	13
2015 Q4	$14.6M	Buy	+975,722	New	+$14.4M	12.91%	2
2015 Q2	–	Sell	-1,432,457	Closed	-$21.4M	–	20
2015 Q1	$21.4M	Buy	1,432,457 +982,457	+218%	+$14.6M	14.33%	2
2014 Q4	$6.62M	Buy	+450,000	New	+$6.56M	4.46%	6

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

Mader & Shannon Wealth Management's PGX Position: Q1 2026 in Review

Mader & Shannon Wealth Management sold out of Invesco Preferred ETF (PGX) in Q1 2026, closing a stake of 1,245,561 shares — an estimated $14.4M sold.

Mader & Shannon Wealth Management first reported a position in PGX in Q4 2014 and held it in 7 quarters. The position peaked at $21.4M in Q1 2015. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

Mader & Shannon Wealth Management reported no remaining Invesco Preferred ETF position as of Q1 2026 after selling out during the quarter.
Mader & Shannon Wealth Management sold 1,245,561 Invesco Preferred ETF shares in Q1 2026, an estimated $14.4M.
Mader & Shannon Wealth Management first reported a position in Invesco Preferred ETF in Q4 2014 and held it in 7 quarters.
Mader & Shannon Wealth Management's Invesco Preferred ETF position peaked at $21.4M in Q1 2015.
413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Mader & Shannon Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.