Optima Capital’s Invesco Preferred ETF PGX Stock Holding History

Optima Capital’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	-1,435	Closed	-$16.1K	–	970
2025 Q4	$16.1K	Buy	+1,435	New	+$16.4K	0.01%	463

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Optima Capital's PGX Position: Q1 2026 in Review

Optima Capital sold out of Invesco Preferred ETF (PGX) in Q1 2026, closing a stake of 1,435 shares — an estimated $16.1K sold.

Optima Capital first reported a position in PGX in Q4 2025 and held it in 1 quarter. The position peaked at $16.1K in Q4 2025. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

Optima Capital reported no remaining Invesco Preferred ETF position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 1,435 Invesco Preferred ETF shares in Q1 2026, an estimated $16.1K.
Optima Capital first reported a position in Invesco Preferred ETF in Q4 2025 and held it in 1 quarter.
Optima Capital's Invesco Preferred ETF position peaked at $16.1K in Q4 2025.
413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.