Mountain Hill Investment Partners’s Invesco Preferred ETF PGX Stock Holding History

Mountain Hill Investment Partners’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	$248K	Hold	22,905	–	–	0.14%	31
2026 Q1	$249K	Hold	22,905	–	–	0.15%	31
2025 Q4	$257K	Hold	22,905	–	–	0.18%	33
2025 Q3	$266K	Hold	22,905	–	–	0.23%	35
2025 Q2	$255K	Hold	22,905	–	–	0.21%	39
2025 Q1	$257K	Hold	22,905	–	–	0.25%	35
2024 Q4	$264K	Buy	+22,905	New	+$276K	0.27%	30

Other funds holding PGX

PAG

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

CSP

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

TLP

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $472M AUM

Plimoth Trust Plymouth, Massachusetts $501M AUM 35.9% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Mountain Hill Investment Partners's PGX Position: Q2 2026 in Review

Mountain Hill Investment Partners held its Invesco Preferred ETF (PGX) position steady in Q2 2026 at 22,905 shares worth $248K. The position accounts for 0.14% of the portfolio, ranked #31.

Mountain Hill Investment Partners first reported a position in PGX in Q4 2024 and has held it in 7 quarters since. The position peaked at $266K in Q3 2025. 160 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Mountain Hill Investment Partners held 22,905 shares of Invesco Preferred ETF worth $248K as of Q2 2026.
Mountain Hill Investment Partners left its Invesco Preferred ETF share count unchanged in Q2 2026.
Invesco Preferred ETF made up 0.14% of Mountain Hill Investment Partners's portfolio in Q2 2026, its #31 holding.
Mountain Hill Investment Partners first reported a position in Invesco Preferred ETF in Q4 2024 and has held it in 7 quarters since.
Mountain Hill Investment Partners's Invesco Preferred ETF position peaked at $266K in Q3 2025.
160 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Mountain Hill Investment Partners's 13F filing for Q2 2026, filed 16 Jul 2026.