OpenArc Corporate Advisory’s Invesco Preferred ETF PGX Stock Holding History

OpenArc Corporate Advisory’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	–	Sell	-12,998	Closed	-$146K	–	744
2025 Q4	$146K	Buy	+12,998	New	+$148K	﹤0.01%	631

Other funds holding PGX

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

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

OpenArc Corporate Advisory's PGX Position: Q1 2026 in Review

OpenArc Corporate Advisory sold out of Invesco Preferred ETF (PGX) in Q1 2026, closing a stake of 12,998 shares — an estimated $146K sold.

OpenArc Corporate Advisory first reported a position in PGX in Q4 2025 and held it in 1 quarter. The position peaked at $146K in Q4 2025. 416 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

OpenArc Corporate Advisory reported no remaining Invesco Preferred ETF position as of Q1 2026 after selling out during the quarter.
OpenArc Corporate Advisory sold 12,998 Invesco Preferred ETF shares in Q1 2026, an estimated $146K.
OpenArc Corporate Advisory first reported a position in Invesco Preferred ETF in Q4 2025 and held it in 1 quarter.
OpenArc Corporate Advisory's Invesco Preferred ETF position peaked at $146K in Q4 2025.
416 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on OpenArc Corporate Advisory's 13F filing for Q1 2026, filed 11 May 2026.