Mercer Global Advisors’s Invesco Preferred ETF PGX Stock Holding History

Mercer Global Advisors’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	$610K	Sell	56,112 -27,992	-33%	-$316K	﹤0.01%	1848
2025 Q4	$945K	Sell	84,104 -26,104	-24%	-$298K	﹤0.01%	1487
2025 Q3	$1.28M	Sell	110,208 -57,796	-34%	-$662K	﹤0.01%	1254
2025 Q2	$1.87M	Sell	168,004 -100,388	-37%	-$1.11M	﹤0.01%	914
2025 Q1	$3.01M	Sell	268,392 -112,746	-30%	-$1.3M	0.01%	699
2024 Q4	$4.39M	Buy	381,138 +224,766	+144%	+$2.7M	0.01%	580
2024 Q3	$1.94M	Sell	156,372 -6,156	-4%	-$73.5K	﹤0.01%	782
2024 Q2	$1.92M	Sell	162,528 -20,766	-11%	-$240K	0.01%	732
2024 Q1	$2.17M	Sell	183,294 -19,061	-9%	-$225K	0.01%	702
2023 Q4	$2.32M	Sell	202,355 -18,999	-9%	-$207K	0.01%	695
2023 Q3	$2.42M	Sell	221,354 -44,123	-17%	-$493K	0.01%	640
2023 Q2	$3.02M	Sell	265,477 -15,162	-5%	-$172K	0.01%	597
2023 Q1	$3.22M	Sell	280,639 -10,171	-3%	-$122K	0.01%	548
2022 Q4	$3.25M	Sell	290,810 -104,108	-26%	-$1.2M	0.02%	553
2022 Q3	$4.69M	Sell	394,918 -101,366	-20%	-$1.28M	0.03%	392
2022 Q2	$6.12M	Sell	496,284 -37,494	-7%	-$471K	0.04%	317
2022 Q1	$7.24M	Sell	533,778 -7,395	-1%	-$103K	0.04%	291
2021 Q4	$8.12M	Sell	541,173 -57,679	-10%	-$860K	0.05%	270
2021 Q3	$9M	Buy	598,852 +27,730	+5%	+$421K	0.06%	248
2021 Q2	$8.75M	Sell	571,122 -9,588	-2%	-$145K	0.07%	222
2021 Q1	$8.71M	Buy	580,710 +49,380	+9%	+$734K	0.08%	202
2020 Q4	$8.11M	Buy	531,330 +401,428	+309%	+$6.02M	0.1%	153
2020 Q3	$1.91M	Sell	129,902 -332,897	-72%	-$4.88M	0.03%	394
2020 Q2	$6.54M	Sell	462,799 -596,692	-56%	-$8.36M	0.12%	126
2020 Q1	$13.9M	Sell	1,059,491 -198,580	-16%	-$2.86M	0.31%	65
2019 Q4	$18.9M	Buy	1,258,071 +616,987	+96%	+$9.21M	0.38%	55
2019 Q3	$9.63M	Sell	641,084 -22,843	-3%	-$340K	0.23%	90
2019 Q2	$9.71M	Buy	+663,927	New	+$9.69M	0.26%	81

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

Mercer Global Advisors's PGX Position: Q1 2026 in Review

Mercer Global Advisors reduced its Invesco Preferred ETF (PGX) stake by 33% in Q1 2026, selling an estimated $316K and leaving 56,112 shares worth $610K. The position accounts for ﹤0.01% of the portfolio, ranked #1848.

Mercer Global Advisors first reported a position in PGX in Q2 2019 and has held it in 28 quarters since. The position peaked at $18.9M in Q4 2019. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

Mercer Global Advisors held 56,112 shares of Invesco Preferred ETF worth $610K as of Q1 2026.
Mercer Global Advisors sold 27,992 Invesco Preferred ETF shares in Q1 2026, an estimated $316K.
Invesco Preferred ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1848 holding.
Mercer Global Advisors first reported a position in Invesco Preferred ETF in Q2 2019 and has held it in 28 quarters since.
Mercer Global Advisors's Invesco Preferred ETF position peaked at $18.9M in Q4 2019.
413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.