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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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CC
Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
LPL Financial
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

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. 408 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.
  • 408 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.