Marex Group’s Invesco Preferred ETF PGX Stock Holding History

Marex Group’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	–	Sell	-32,000	Closed	-$348K	–	1297
2026 Q1	$348K	Sell	32,000 -188,021	-85%	-$2.13M	﹤0.01%	725
2025 Q4	$2.47M	Buy	+220,021	New	+$2.51M	0.02%	288
2025 Q3	–	Sell	-12,000	Closed	-$134K	–	978
2025 Q2	$134K	Buy	+12,000	New	+$132K	﹤0.01%	547

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

Marex Group's PGX Position: Q2 2026 in Review

Marex Group sold out of Invesco Preferred ETF (PGX) in Q2 2026, closing a stake of 32,000 shares — an estimated $348K sold.

Marex Group first reported a position in PGX in Q2 2025 and held it in 3 quarters. The position peaked at $2.47M in Q4 2025. 410 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Marex Group reported no remaining Invesco Preferred ETF position as of Q2 2026 after selling out during the quarter.
Marex Group sold 32,000 Invesco Preferred ETF shares in Q2 2026, an estimated $348K.
Marex Group first reported a position in Invesco Preferred ETF in Q2 2025 and held it in 3 quarters.
Marex Group's Invesco Preferred ETF position peaked at $2.47M in Q4 2025.
410 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Marex Group's 13F filing for Q2 2026, filed 14 Aug 2026.