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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Nautilus Advisors's PGX Position: Q2 2026 in Review

Nautilus Advisors held its Invesco Preferred ETF (PGX) position steady in Q2 2026 at 40,693 shares worth $442K. The position accounts for 0.26% of the portfolio, ranked #105.

Nautilus Advisors first reported a position in PGX in Q4 2024 and has held it in 7 quarters since. The position peaked at $472K in Q3 2025. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Nautilus Advisors held 40,693 shares of Invesco Preferred ETF worth $442K as of Q2 2026.
Nautilus Advisors left its Invesco Preferred ETF share count unchanged in Q2 2026.
Invesco Preferred ETF made up 0.26% of Nautilus Advisors's portfolio in Q2 2026, its #105 holding.
Nautilus Advisors first reported a position in Invesco Preferred ETF in Q4 2024 and has held it in 7 quarters since.
Nautilus Advisors's Invesco Preferred ETF position peaked at $472K in Q3 2025.
408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Nautilus Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.