MAI Capital Management’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
Other funds holding PGX
BI
CC
SAMC
MAI Capital Management's PGX Position: Q2 2026 in Review
MAI Capital Management increased its Invesco Preferred ETF (PGX) stake by 4.2% in Q2 2026, buying an estimated $433K and bringing the position to 978,076 shares worth $10.6M. The position accounts for 0.04% of the portfolio, ranked #329.
MAI Capital Management first reported a position in PGX in Q4 2024 and has held it in 7 quarters since. 407 funds tracked by Wall St. Rank hold PGX as of Q2 2026.
- MAI Capital Management held 978,076 shares of Invesco Preferred ETF worth $10.6M as of Q2 2026.
- MAI Capital Management bought 39,203 Invesco Preferred ETF shares in Q2 2026, an estimated $433K.
- Invesco Preferred ETF made up 0.04% of MAI Capital Management's portfolio in Q2 2026, its #329 holding.
- MAI Capital Management first reported a position in Invesco Preferred ETF in Q4 2024 and has held it in 7 quarters since.
- 407 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.
Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.