Murphy & Mullick Capital Management’s Invesco Preferred ETF PGX Stock Holding History

Murphy & Mullick Capital Management’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	$143K	Sell	13,181 -9,304	-41%	-$103K	0.09%	178
2026 Q1	$245K	Sell	22,485 -799	-3%	-$9.03K	0.18%	113
2025 Q4	$262K	Sell	23,284 -1,937	-8%	-$22.1K	0.19%	117
2025 Q3	$293K	Sell	25,221 -5,246	-17%	-$60.1K	0.22%	105
2025 Q2	$345K	Sell	30,467 -11,469	-27%	-$126K	0.28%	80
2025 Q1	$471K	Sell	41,936 -3,909	-9%	-$45.2K	0.46%	56
2024 Q4	$529K	Buy	+45,845	New	+$552K	0.49%	51

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Murphy & Mullick Capital Management's PGX Position: Q2 2026 in Review

Murphy & Mullick Capital Management reduced its Invesco Preferred ETF (PGX) stake by 41% in Q2 2026, selling an estimated $103K and leaving 13,181 shares worth $143K. The position accounts for 0.09% of the portfolio, ranked #178.

Murphy & Mullick Capital Management first reported a position in PGX in Q4 2024 and has held it in 7 quarters since. The position peaked at $529K in Q4 2024. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Murphy & Mullick Capital Management held 13,181 shares of Invesco Preferred ETF worth $143K as of Q2 2026.
Murphy & Mullick Capital Management sold 9,304 Invesco Preferred ETF shares in Q2 2026, an estimated $103K.
Invesco Preferred ETF made up 0.09% of Murphy & Mullick Capital Management's portfolio in Q2 2026, its #178 holding.
Murphy & Mullick Capital Management first reported a position in Invesco Preferred ETF in Q4 2024 and has held it in 7 quarters since.
Murphy & Mullick Capital Management's Invesco Preferred ETF position peaked at $529K in Q4 2024.
408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.