Manchester Capital Management’s Invesco Preferred ETF PGX Stock Holding History

Manchester Capital 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	$3.99K	Hold	367	–	–	﹤0.01%	915
2025 Q4	$4.13K	Buy	+367	New	+$4.18K	﹤0.01%	915
2022 Q1	–	Sell	-775	Closed	-$12K	–	1086
2021 Q4	$12K	Hold	775	–	–	﹤0.01%	545
2021 Q3	$12K	Hold	775	–	–	﹤0.01%	575
2021 Q2	$12K	Hold	775	–	–	﹤0.01%	487
2021 Q1	$12K	Hold	775	–	–	﹤0.01%	469
2020 Q4	$12K	Buy	+775	New	+$11.6K	﹤0.01%	470

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

Manchester Capital Management's PGX Position: Q1 2026 in Review

Manchester Capital Management held its Invesco Preferred ETF (PGX) position steady in Q1 2026 at 367 shares worth $3.99K. The position accounts for ﹤0.01% of the portfolio, ranked #915.

Manchester Capital Management first reported a position in PGX in Q4 2020 and has held it in 7 quarters since. The position peaked at $12K in Q4 2021. 414 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

Manchester Capital Management held 367 shares of Invesco Preferred ETF worth $3.99K as of Q1 2026.
Manchester Capital Management left its Invesco Preferred ETF share count unchanged in Q1 2026.
Invesco Preferred ETF made up ﹤0.01% of Manchester Capital Management's portfolio in Q1 2026, its #915 holding.
Manchester Capital Management first reported a position in Invesco Preferred ETF in Q4 2020 and has held it in 7 quarters since.
Manchester Capital Management's Invesco Preferred ETF position peaked at $12K in Q4 2021.
414 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Manchester Capital Management's 13F filing for Q1 2026, filed 11 May 2026.