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

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

TLP

Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $472M AUM

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

Brighton Securities Rochester, New York $233M AUM 15.96% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 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. 124 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.
124 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.