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 Q2	$33	Sell	3 -364	-99%	-$4.02K	﹤0.01%	1312
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 $1.55T AUM 33.47% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $69.6M AUM 1.92% 1-Year Est. Return

Manchester Capital Management's PGX Position: Q2 2026 in Review

Manchester Capital Management reduced its Invesco Preferred ETF (PGX) stake by 99% in Q2 2026, selling an estimated $4.02K and leaving 3 shares worth $33. The position accounts for ﹤0.01% of the portfolio, ranked #1312.

Manchester Capital Management first reported a position in PGX in Q4 2020 and has held it in 8 quarters since. The position peaked at $12K in Q4 2021. 409 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Manchester Capital Management held 3 shares of Invesco Preferred ETF worth $33 as of Q2 2026.
Manchester Capital Management sold 364 Invesco Preferred ETF shares in Q2 2026, an estimated $4.02K.
Invesco Preferred ETF made up ﹤0.01% of Manchester Capital Management's portfolio in Q2 2026, its #1312 holding.
Manchester Capital Management first reported a position in Invesco Preferred ETF in Q4 2020 and has held it in 8 quarters since.
Manchester Capital Management's Invesco Preferred ETF position peaked at $12K in Q4 2021.
409 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Manchester Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.