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Marshall Financial Group (Maryland)’s Invesco Preferred ETF PGX Stock Holding History

Marshall Financial Group (Maryland)’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 		$206K Hold
19,040
– – 0.03% 303
2026
Q1 		$207K Hold
19,040
– – 0.03% 285
2025
Q4 		$214K Hold
19,040
– – 0.04% 276
2025
Q3 		$221K Hold
19,040
– – 0.04% 240
2025
Q2 		$214K Hold
19,040
– – 0.04% 241
2025
Q1 		$214K Hold
19,040
– – 0.05% 222
2024
Q4 		$220K Hold
19,040
– – 0.05% 207
2024
Q3 		$235K Hold
19,040
– – 0.06% 197
2024
Q2 		$220K Sell
19,040
-700
-4% -$8.09K 0.06% 161
2024
Q1 		$235K Hold
19,740
– – 0.07% 162
2023
Q4 		$226K Hold
19,740
– – 0.07% 163
2023
Q3 		$216K Hold
19,740
– – 0.08% 157
2023
Q2 		$224K Hold
19,740
– – 0.08% 160
2023
Q1 		$227K Hold
19,740
– – 0.08% 160
2022
Q4 		$221K Sell
19,740
-5,819
-23% -$67.3K 0.09% 162
2022
Q3 		$304K Sell
25,559
-1,900
-7% -$23.9K 0.13% 145
2022
Q2 		$339K Sell
27,459
-112,661
-80% -$1.42M 0.14% 145
2022
Q1 		$1.9M Sell
140,120
-339,730
-71% -$4.73M 0.78% 25
2021
Q4 		$7.2M Buy
+479,850
New +$7.15M 2.65% 6

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CC
Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
LPL Financial
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

Marshall Financial Group (Maryland)'s PGX Position: Q2 2026 in Review

Marshall Financial Group (Maryland) held its Invesco Preferred ETF (PGX) position steady in Q2 2026 at 19,040 shares worth $206K. The position accounts for 0.03% of the portfolio, ranked #303.

Marshall Financial Group (Maryland) first reported a position in PGX in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.2M in Q4 2021. 409 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Marshall Financial Group (Maryland) held 19,040 shares of Invesco Preferred ETF worth $206K as of Q2 2026.
  • Marshall Financial Group (Maryland) left its Invesco Preferred ETF share count unchanged in Q2 2026.
  • Invesco Preferred ETF made up 0.03% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #303 holding.
  • Marshall Financial Group (Maryland) first reported a position in Invesco Preferred ETF in Q4 2021 and has held it in 19 quarters since.
  • Marshall Financial Group (Maryland)'s Invesco Preferred ETF position peaked at $7.2M in Q4 2021.
  • 409 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.