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Nemes Rush Group’s Invesco Preferred ETF PGX Stock Holding History

Nemes Rush 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
Q1 		$13.6K Buy
+1,252
New +$14.2K ﹤0.01% 510
2025
Q3 		– Sell
-9
Closed -$102 – 727
2025
Q2 		$102 Buy
+9
New +$99 ﹤0.01% 710

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Nemes Rush Group's PGX Position: Q1 2026 in Review

Nemes Rush Group opened a new position in Invesco Preferred ETF (PGX) in Q1 2026: 1,252 shares worth $13.6K. The stake represents ﹤0.01% of the portfolio and ranks #510 among its holdings. This is a return to the name: Nemes Rush Group previously reported a position in PGX as recently as Q2 2025.

Nemes Rush Group first reported a position in PGX in Q2 2025 and has held it in 2 quarters since. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

  • Nemes Rush Group held 1,252 shares of Invesco Preferred ETF worth $13.6K as of Q1 2026.
  • Invesco Preferred ETF was a new Nemes Rush Group position in Q1 2026.
  • Invesco Preferred ETF made up ﹤0.01% of Nemes Rush Group's portfolio in Q1 2026, its #510 holding.
  • Nemes Rush Group first reported a position in Invesco Preferred ETF in Q2 2025 and has held it in 2 quarters since.
  • 413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Nemes Rush Group's 13F filing for Q1 2026, filed 21 Apr 2026.