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Millstone Evans Group’s Invesco Preferred ETF PGX Stock Holding History

Millstone Evans Group’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 		$46.8K Hold
4,316
– – 0.03% 356
2026
Q1 		$47K Hold
4,316
– – 0.03% 338
2025
Q4 		$48.5K Hold
4,316
– – 0.03% 331
2025
Q3 		$50.1K Hold
4,316
– – 0.03% 306
2025
Q2 		$48K Hold
4,316
– – 0.03% 304
2025
Q1 		$48.4K Hold
4,316
– – 0.03% 297
2024
Q4 		$49.8K Buy
+4,316
New +$51.9K 0.03% 289

Other funds holding PGX

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
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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

Millstone Evans Group's PGX Position: Q2 2026 in Review

Millstone Evans Group held its Invesco Preferred ETF (PGX) position steady in Q2 2026 at 4,316 shares worth $46.8K. The position accounts for 0.03% of the portfolio, ranked #356.

Millstone Evans Group first reported a position in PGX in Q4 2024 and has held it in 7 quarters since. The position peaked at $50.1K in Q3 2025. 355 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Millstone Evans Group held 4,316 shares of Invesco Preferred ETF worth $46.8K as of Q2 2026.
  • Millstone Evans Group left its Invesco Preferred ETF share count unchanged in Q2 2026.
  • Invesco Preferred ETF made up 0.03% of Millstone Evans Group's portfolio in Q2 2026, its #356 holding.
  • Millstone Evans Group first reported a position in Invesco Preferred ETF in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's Invesco Preferred ETF position peaked at $50.1K in Q3 2025.
  • 355 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.