New England Capital Financial Advisors’s Invesco Preferred ETF PGX Stock Holding History

New England Capital Financial 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	$6.59K	Hold	608	–	–	﹤0.01%	297
2026 Q1	$6.62K	Hold	608	–	–	﹤0.01%	292
2025 Q4	$6.83K	Hold	608	–	–	﹤0.01%	294
2025 Q3	$7.05K	Hold	608	–	–	﹤0.01%	291
2025 Q2	$6.77K	Buy	+608	New	+$6.7K	﹤0.01%	284

Other funds holding PGX

JP Morgan Chase New York $1.81T AUM 41.13% 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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Stonebridge Advisors Wilton, Connecticut $83M AUM 1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

New England Capital Financial Advisors's PGX Position: Q2 2026 in Review

New England Capital Financial Advisors held its Invesco Preferred ETF (PGX) position steady in Q2 2026 at 608 shares worth $6.59K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

New England Capital Financial Advisors first reported a position in PGX in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.05K in Q3 2025. 321 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

New England Capital Financial Advisors held 608 shares of Invesco Preferred ETF worth $6.59K as of Q2 2026.
New England Capital Financial Advisors left its Invesco Preferred ETF share count unchanged in Q2 2026.
Invesco Preferred ETF made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #297 holding.
New England Capital Financial Advisors first reported a position in Invesco Preferred ETF in Q2 2025 and has held it in 5 quarters since.
New England Capital Financial Advisors's Invesco Preferred ETF position peaked at $7.05K in Q3 2025.
321 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.