Mercer Global Advisors
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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
Q2 		$626K Buy
57,718
+1,606
+3% +$17.7K ﹤0.01% 2095
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
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

Mercer Global Advisors's PGX Position: Q2 2026 in Review

Mercer Global Advisors increased its Invesco Preferred ETF (PGX) stake by 2.9% in Q2 2026, buying an estimated $17.7K and bringing the position to 57,718 shares worth $626K. The position accounts for ﹤0.01% of the portfolio, ranked #2095.

Mercer Global Advisors first reported a position in PGX in Q2 2019 and has held it in 29 quarters since. The position peaked at $18.9M in Q4 2019. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Mercer Global Advisors held 57,718 shares of Invesco Preferred ETF worth $626K as of Q2 2026.
  • Mercer Global Advisors bought 1,606 Invesco Preferred ETF shares in Q2 2026, an estimated $17.7K.
  • Invesco Preferred ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2095 holding.
  • Mercer Global Advisors first reported a position in Invesco Preferred ETF in Q2 2019 and has held it in 29 quarters since.
  • Mercer Global Advisors's Invesco Preferred ETF position peaked at $18.9M in Q4 2019.
  • 408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.