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MainStreet Investment Advisors’s Invesco Preferred ETF PGX Stock Holding History

MainStreet Investment Advisors’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
-11,606
Closed -$130K – 167
2025
Q4 		$130K Sell
11,606
-5,362
-32% -$61.1K 0.02% 159
2025
Q3 		$197K Sell
16,968
-3,550
-17% -$40.7K 0.03% 161
2025
Q2 		$228K Buy
+20,518
New +$226K 0.03% 149
2025
Q1 		– Sell
-22,872
Closed -$264K – 161
2024
Q4 		$264K Buy
22,872
+1,605
+8% +$19.3K 0.04% 142
2024
Q3 		$263K Buy
21,267
+962
+5% +$11.5K 0.03% 147
2024
Q2 		$235K Sell
20,305
-7,150
-26% -$82.6K 0.03% 151
2024
Q1 		$326K Hold
27,455
– – 0.04% 148
2023
Q4 		$315K Buy
27,455
+3,045
+12% +$33.2K 0.04% 146
2023
Q3 		$267K Sell
24,410
-9,000
-27% -$101K 0.03% 166
2023
Q2 		$380K Buy
33,410
+10,110
+43% +$115K 0.04% 150
2023
Q1 		$267K Sell
23,300
-8,175
-26% -$98.1K 0.03% 171
2022
Q4 		$352K Buy
31,475
+15,875
+102% +$184K 0.04% 140
2022
Q3 		$185K Hold
15,600
– – 0.02% 167
2022
Q2 		$193K Sell
15,600
-770
-5% -$9.68K 0.02% 168
2022
Q1 		$222K Sell
16,370
-910
-5% -$12.7K 0.02% 174
2021
Q4 		$259K Buy
17,280
+390
+2% +$5.81K 0.02% 175
2021
Q3 		$254K Buy
+16,890
New +$256K 0.02% 166

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
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
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

MainStreet Investment Advisors's PGX Position: Q1 2026 in Review

MainStreet Investment Advisors sold out of Invesco Preferred ETF (PGX) in Q1 2026, closing a stake of 11,606 shares — an estimated $130K sold.

MainStreet Investment Advisors first reported a position in PGX in Q3 2021 and held it in 17 quarters. The position peaked at $380K in Q2 2023. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

  • MainStreet Investment Advisors reported no remaining Invesco Preferred ETF position as of Q1 2026 after selling out during the quarter.
  • MainStreet Investment Advisors sold 11,606 Invesco Preferred ETF shares in Q1 2026, an estimated $130K.
  • MainStreet Investment Advisors first reported a position in Invesco Preferred ETF in Q3 2021 and held it in 17 quarters.
  • MainStreet Investment Advisors's Invesco Preferred ETF position peaked at $380K in Q2 2023.
  • 413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on MainStreet Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.