Mutual Advisors’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $226K | Buy |
20,794
+3
| +0% | +$34 | ﹤0.01% | 1234 |
|
|
2025
Q4 | $234K | Buy |
20,791
+702
| +3% | +$8.01K | 0.01% | 1189 |
|
|
2025
Q3 | $232K | Sell |
20,089
-8,659
| -30% | -$99.2K | 0.01% | 1164 |
|
|
2025
Q2 | $322K | Sell |
28,748
-587
| -2% | -$6.47K | 0.01% | 957 |
|
|
2025
Q1 | $325K | Buy |
29,335
+1,457
| +5% | +$16.9K | 0.01% | 881 |
|
|
2024
Q4 | $324K | Buy |
27,878
+75
| +0.3% | +$902 | 0.01% | 862 |
|
|
2024
Q3 | $340K | Sell |
27,803
-345
| -1% | -$4.12K | 0.01% | 839 |
|
|
2024
Q2 | $327K | Buy |
28,148
+2,386
| +9% | +$27.6K | 0.01% | 850 |
|
|
2024
Q1 | $306K | Buy |
25,762
+2,105
| +9% | +$24.8K | 0.01% | 861 |
|
|
2023
Q4 | $271K | Sell |
23,657
-796
| -3% | -$8.69K | 0.01% | 853 |
|
|
2023
Q3 | $268K | Buy |
24,453
+384
| +2% | +$4.29K | 0.01% | 819 |
|
|
2023
Q2 | $274K | Sell |
24,069
-841
| -3% | -$9.54K | 0.01% | 836 |
|
|
2023
Q1 | $286K | Sell |
24,910
-11,474
| -32% | -$138K | 0.01% | 793 |
|
|
2022
Q4 | $407K | Buy |
36,384
+4,674
| +15% | +$54.1K | 0.02% | 647 |
|
|
2022
Q3 | $377K | Buy |
31,710
+207
| +0.7% | +$2.6K | 0.02% | 644 |
|
|
2022
Q2 | $389K | Sell |
31,503
-131,777
| -81% | -$1.66M | 0.03% | 608 |
|
|
2022
Q1 | $2.22M | Buy |
163,280
+2,975
| +2% | +$41.4K | 0.12% | 196 |
|
|
2021
Q4 | $2.4M | Sell |
160,305
-442
| -0.3% | -$6.59K | 0.13% | 198 |
|
|
2021
Q3 | $2.42M | Buy |
160,747
+10,843
| +7% | +$165K | 0.14% | 178 |
|
|
2021
Q2 | $2.3M | Sell |
149,904
-28,712
| -16% | -$434K | 0.14% | 185 |
|
|
2021
Q1 | $2.68M | Buy |
178,616
+29,405
| +20% | +$437K | 0.18% | 138 |
|
|
2020
Q4 | $2.28M | Sell |
149,211
-13,835
| -8% | -$208K | 0.17% | 143 |
|
|
2020
Q3 | $2.4M | Buy |
163,046
+475
| +0.3% | +$6.97K | 0.21% | 116 |
|
|
2020
Q2 | $2.3M | Buy |
162,571
+1,343
| +0.8% | +$18.8K | 0.23% | 107 |
|
|
2020
Q1 | $2.12M | Sell |
161,228
-7,686
| -5% | -$111K | 0.29% | 87 |
|
|
2019
Q4 | $2.54M | Buy |
168,914
+8,504
| +5% | +$127K | 0.27% | 92 |
|
|
2019
Q3 | $2.41M | Buy |
160,410
+6,051
| +4% | +$90.1K | 0.32% | 75 |
|
|
2019
Q2 | $2.26M | Buy |
154,359
+964
| +0.6% | +$14.1K | 0.29% | 72 |
|
|
2019
Q1 | $2.22M | Buy |
153,395
+9,519
| +7% | +$135K | 0.33% | 68 |
|
|
2018
Q4 | $1.94M | Buy |
143,876
+6,984
| +5% | +$96.3K | 0.38% | 56 |
|
|
2018
Q3 | $1.96M | Buy |
136,892
+37,351
| +38% | +$542K | 0.3% | 73 |
|
|
2018
Q2 | $1.45M | Sell |
99,541
-709
| -0.7% | -$10.3K | 0.33% | 91 |
|
|
2018
Q1 | $1.46M | Buy |
100,250
+5,184
| +5% | +$75.6K | 0.37% | 68 |
|
|
2017
Q4 | $1.41M | Buy |
+95,066
| New | +$1.42M | 0.53% | 51 |
|
Other funds holding PGX
BI
SAMC
Mutual Advisors's PGX Position: Q1 2026 in Review
Mutual Advisors increased its Invesco Preferred ETF (PGX) stake by 0.01% in Q1 2026, buying an estimated $34 and bringing the position to 20,794 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #1234.
Mutual Advisors first reported a position in PGX in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.68M in Q1 2021. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.
- Mutual Advisors held 20,794 shares of Invesco Preferred ETF worth $226K as of Q1 2026.
- Mutual Advisors bought 3 Invesco Preferred ETF shares in Q1 2026, an estimated $34.
- Invesco Preferred ETF made up ﹤0.01% of Mutual Advisors's portfolio in Q1 2026, its #1234 holding.
- Mutual Advisors first reported a position in Invesco Preferred ETF in Q4 2017 and has held it in 34 quarters since.
- Mutual Advisors's Invesco Preferred ETF position peaked at $2.68M in Q1 2021.
- 413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.