McIlrath & Eck’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $26K | Hold |
2,386
| – | – | ﹤0.01% | 733 |
|
|
2025
Q4 | $26.8K | Hold |
2,386
| – | – | ﹤0.01% | 461 |
|
|
2025
Q3 | $27.7K | Buy |
2,386
+210
| +10% | +$2.4K | ﹤0.01% | 436 |
|
|
2025
Q2 | $24.2K | Sell |
2,176
-210
| -9% | -$2.31K | ﹤0.01% | 448 |
|
|
2025
Q1 | $26.8K | Hold |
2,386
| – | – | ﹤0.01% | 424 |
|
|
2024
Q4 | $27.5K | Hold |
2,386
| – | – | ﹤0.01% | 422 |
|
|
2024
Q3 | $29.5K | Hold |
2,386
| – | – | ﹤0.01% | 410 |
|
|
2024
Q2 | $27.6K | Buy |
2,386
+741
| +45% | +$8.56K | ﹤0.01% | 387 |
|
|
2024
Q1 | $19.5K | Sell |
1,645
-200
| -11% | -$2.36K | ﹤0.01% | 459 |
|
|
2023
Q4 | $21.2K | Hold |
1,845
| – | – | ﹤0.01% | 400 |
|
|
2023
Q3 | $20.2K | Sell |
1,845
-825
| -31% | -$9.23K | ﹤0.01% | 406 |
|
|
2023
Q2 | $30.4K | Hold |
2,670
| – | – | 0.01% | 343 |
|
|
2023
Q1 | $30.7K | Sell |
2,670
-84
| -3% | -$1.01K | 0.01% | 333 |
|
|
2022
Q4 | $30.8K | Sell |
2,754
-814
| -23% | -$9.41K | 0.01% | 329 |
|
|
2022
Q3 | $42K | Hold |
3,568
| – | – | 0.01% | 271 |
|
|
2022
Q2 | $44K | Sell |
3,568
-84
| -2% | -$1.06K | 0.01% | 256 |
|
|
2022
Q1 | $50K | Buy |
3,652
+898
| +33% | +$12.5K | 0.01% | 240 |
|
|
2021
Q4 | $41K | Hold |
2,754
| – | – | 0.01% | 276 |
|
|
2021
Q3 | $41K | Sell |
2,754
-500
| -15% | -$7.59K | 0.01% | 261 |
|
|
2021
Q2 | $50K | Hold |
3,254
| – | – | 0.02% | 235 |
|
|
2021
Q1 | $49K | Hold |
3,254
| – | – | 0.02% | 199 |
|
|
2020
Q4 | $50K | Hold |
3,254
| – | – | 0.02% | 174 |
|
|
2020
Q3 | $48K | Sell |
3,254
-2,700
| -45% | -$39.6K | 0.02% | 153 |
|
|
2020
Q2 | $84K | Hold |
5,954
| – | – | 0.04% | 88 |
|
|
2020
Q1 | $78K | Buy |
5,954
+2,700
| +83% | +$38.8K | 0.04% | 82 |
|
|
2019
Q4 | $49K | Hold |
3,254
| – | – | 0.02% | 139 |
|
|
2019
Q3 | $49K | Hold |
3,254
| – | – | 0.03% | 122 |
|
|
2019
Q2 | $47K | Hold |
3,254
| – | – | 0.03% | 133 |
|
|
2019
Q1 | $47K | Hold |
3,254
| – | – | 0.03% | 133 |
|
|
2018
Q4 | $44K | Sell |
3,254
-375
| -10% | -$5.17K | 0.03% | 128 |
|
|
2018
Q3 | $52K | Sell |
3,629
-225
| -6% | -$3.27K | 0.03% | 126 |
|
|
2018
Q2 | $56K | Sell |
3,854
-510
| -12% | -$7.38K | 0.03% | 112 |
|
|
2018
Q1 | $64K | Hold |
4,364
| – | – | 0.04% | 114 |
|
|
2017
Q4 | $65K | Buy |
+4,364
| New | +$65.4K | 0.04% | 115 |
|
Other funds holding PGX
BI
SAMC
McIlrath & Eck's PGX Position: Q1 2026 in Review
McIlrath & Eck held its Invesco Preferred ETF (PGX) position steady in Q1 2026 at 2,386 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #733.
McIlrath & Eck first reported a position in PGX in Q4 2017 and has held it in 34 quarters since. The position peaked at $84K in Q2 2020. 416 funds tracked by Wall St. Rank hold PGX as of Q1 2026.
- McIlrath & Eck held 2,386 shares of Invesco Preferred ETF worth $26K as of Q1 2026.
- McIlrath & Eck left its Invesco Preferred ETF share count unchanged in Q1 2026.
- Invesco Preferred ETF made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #733 holding.
- McIlrath & Eck first reported a position in Invesco Preferred ETF in Q4 2017 and has held it in 34 quarters since.
- McIlrath & Eck's Invesco Preferred ETF position peaked at $84K in Q2 2020.
- 416 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.
Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.