Nations Financial Group’s Invesco Preferred ETF PGX Stock Holding History

Nations Financial 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	$223K	Sell	20,596 -4,618	-18%	-$51K	0.01%	720
2026 Q1	$274K	Buy	25,214 +1,709	+7%	+$19.3K	0.01%	667
2025 Q4	$264K	Buy	23,505 +1,750	+8%	+$20K	0.01%	657
2025 Q3	$252K	Sell	21,755 -500	-2%	-$5.73K	0.02%	623
2025 Q2	$248K	Buy	22,255 +1,835	+9%	+$20.2K	0.02%	600
2025 Q1	$229K	Hold	20,420	–	–	0.02%	583
2024 Q4	$235K	Sell	20,420 -21,105	-51%	-$254K	0.02%	608
2024 Q3	$513K	Sell	41,525 -703	-2%	-$8.39K	0.04%	428
2024 Q2	$488K	Buy	42,228 +682	+2%	+$7.88K	0.04%	410
2024 Q1	$494K	Sell	41,546 -2,075	-5%	-$24.5K	0.04%	418
2023 Q4	$500K	Buy	43,621 +4,428	+11%	+$48.3K	0.05%	392
2023 Q3	$429K	Buy	39,193 +2,310	+6%	+$25.8K	0.04%	399
2023 Q2	$419K	Buy	36,883 +4,875	+15%	+$55.3K	0.04%	419
2023 Q1	$367K	Buy	32,008 +7,470	+30%	+$89.7K	0.04%	439
2022 Q4	$274K	Buy	24,538 +1,400	+6%	+$16.2K	0.03%	488
2022 Q3	$275K	Buy	23,138 +345	+2%	+$4.34K	0.04%	414
2022 Q2	$281K	Buy	22,793 +1,846	+9%	+$23.2K	0.04%	422
2022 Q1	$284K	Sell	20,947 -4,109	-16%	-$57.2K	0.03%	429
2021 Q4	$376K	Buy	25,056 +1,029	+4%	+$15.3K	0.05%	345
2021 Q3	$361K	Buy	24,027 +4,564	+23%	+$69.3K	0.05%	323
2021 Q2	$298K	Buy	19,463 +9	+0%	+$136	0.05%	334
2021 Q1	$292K	Sell	19,454 -4,640	-19%	-$69K	0.07%	290
2020 Q4	$368K	Buy	24,094 +1,590	+7%	+$23.9K	0.1%	233
2020 Q3	$331K	Buy	22,504 +1,238	+6%	+$18.2K	0.1%	218
2020 Q2	$300K	Buy	21,266 +1,631	+8%	+$22.9K	0.11%	209
2020 Q1	$258K	Buy	19,635 +8,922	+83%	+$128K	0.11%	216
2019 Q4	$161K	Buy	10,713 +36	+0.3%	+$537	0.06%	277
2019 Q3	$160K	Buy	+10,677	New	+$159K	0.06%	279

Other funds holding PGX

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

IRC

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

CAP

Cordoba Advisory Partners New York $472M AUM

SIS

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

Brighton Securities Rochester, New York $233M AUM 15.96% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

Nations Financial Group's PGX Position: Q2 2026 in Review

Nations Financial Group reduced its Invesco Preferred ETF (PGX) stake by 18% in Q2 2026, selling an estimated $51K and leaving 20,596 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #720.

Nations Financial Group first reported a position in PGX in Q3 2019 and has held it in 28 quarters since. The position peaked at $513K in Q3 2024. 124 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Nations Financial Group held 20,596 shares of Invesco Preferred ETF worth $223K as of Q2 2026.
Nations Financial Group sold 4,618 Invesco Preferred ETF shares in Q2 2026, an estimated $51K.
Invesco Preferred ETF made up 0.01% of Nations Financial Group's portfolio in Q2 2026, its #720 holding.
Nations Financial Group first reported a position in Invesco Preferred ETF in Q3 2019 and has held it in 28 quarters since.
Nations Financial Group's Invesco Preferred ETF position peaked at $513K in Q3 2024.
124 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.