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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
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
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Murphy & Mullick Capital Management's PGX Position: Q1 2026 in Review

Murphy & Mullick Capital Management reduced its Invesco Preferred ETF (PGX) stake by 3.4% in Q1 2026, selling an estimated $9.03K and leaving 22,485 shares worth $245K. The position accounts for 0.18% of the portfolio, ranked #113.

Murphy & Mullick Capital Management first reported a position in PGX in Q4 2024 and has held it in 6 quarters since. The position peaked at $529K in Q4 2024. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

  • Murphy & Mullick Capital Management held 22,485 shares of Invesco Preferred ETF worth $245K as of Q1 2026.
  • Murphy & Mullick Capital Management sold 799 Invesco Preferred ETF shares in Q1 2026, an estimated $9.03K.
  • Invesco Preferred ETF made up 0.18% of Murphy & Mullick Capital Management's portfolio in Q1 2026, its #113 holding.
  • Murphy & Mullick Capital Management first reported a position in Invesco Preferred ETF in Q4 2024 and has held it in 6 quarters since.
  • Murphy & Mullick Capital Management's Invesco Preferred ETF position peaked at $529K in Q4 2024.
  • 413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.