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 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 $1.37T 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

Marex Group's PGX Position: Q1 2026 in Review

Marex Group reduced its Invesco Preferred ETF (PGX) stake by 85% in Q1 2026, selling an estimated $2.13M and leaving 32,000 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

Marex Group first reported a position in PGX in Q2 2025 and has held it in 3 quarters since. The position peaked at $2.47M in Q4 2025. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

Marex Group held 32,000 shares of Invesco Preferred ETF worth $348K as of Q1 2026.
Marex Group sold 188,021 Invesco Preferred ETF shares in Q1 2026, an estimated $2.13M.
Invesco Preferred ETF made up ﹤0.01% of Marex Group's portfolio in Q1 2026, its #725 holding.
Marex Group first reported a position in Invesco Preferred ETF in Q2 2025 and has held it in 3 quarters since.
Marex Group's Invesco Preferred ETF position peaked at $2.47M in Q4 2025.
413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Marex Group's 13F filing for Q1 2026, filed 13 May 2026.