Mechanics Financial Corp’s Invesco Preferred ETF PGX Stock Holding History

Mechanics Financial Corp’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	$271	Buy	+25	New	+$276	﹤0.01%	290

Other funds holding PGX

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Spectrum Asset Management (Connecticut) Stamford, Connecticut $69.6M AUM 1.92% 1-Year Est. Return

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Stonebridge Advisors Wilton, Connecticut $83M AUM 1% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

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

Manske Wealth Management Houston, Texas $403M AUM 27.32% 1-Year Est. Return

Mechanics Financial Corp's PGX Position: Q2 2026 in Review

Mechanics Financial Corp opened a new position in Invesco Preferred ETF (PGX) in Q2 2026: 25 shares worth $271. The stake represents ﹤0.01% of the portfolio and ranks #290 among its holdings.

253 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Mechanics Financial Corp held 25 shares of Invesco Preferred ETF worth $271 as of Q2 2026.
Invesco Preferred ETF was a new Mechanics Financial Corp position in Q2 2026.
Invesco Preferred ETF made up ﹤0.01% of Mechanics Financial Corp's portfolio in Q2 2026, its #290 holding.
253 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Mechanics Financial Corp's 13F filing for Q2 2026, filed 5 Aug 2026.