Nautilus Advisors’s Invesco Preferred ETF PGX Stock Holding History

Nautilus Advisors’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	$442K	Hold	40,693	–	–	0.26%	105
2026 Q1	$443K	Hold	40,693	–	–	0.3%	92
2025 Q4	$457K	Hold	40,693	–	–	0.3%	94
2025 Q3	$472K	Hold	40,693	–	–	0.32%	89
2025 Q2	$453K	Hold	40,693	–	–	0.33%	83
2025 Q1	$457K	Hold	40,693	–	–	0.38%	75
2024 Q4	$469K	Buy	+40,693	New	+$490K	0.37%	75

Other funds holding PGX

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

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

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

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

Aletheian Wealth Advisors Bellevue, Washington $234M AUM

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return