Orcam Financial Group’s Invesco Preferred ETF PGX Stock Holding History

Orcam Financial 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 Q2	$168K	Buy	+15,500	New	+$171K	0.08%	104
2023 Q1	–	Sell	-12,500	Closed	-$140K	–	37
2022 Q4	$140K	Hold	12,500	–	–	0.22%	33
2022 Q3	$149K	Hold	12,500	–	–	0.25%	29
2022 Q2	$154K	Hold	12,500	–	–	0.25%	28
2022 Q1	$170K	Buy	+12,500	New	+$174K	0.24%	34

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

Orcam Financial Group's PGX Position: Q2 2026 in Review

Orcam Financial Group opened a new position in Invesco Preferred ETF (PGX) in Q2 2026: 15,500 shares worth $168K. The stake represents 0.08% of the portfolio and ranks #104 among its holdings. This is a return to the name: Orcam Financial Group previously reported a position in PGX as recently as Q4 2022.

Orcam Financial Group first reported a position in PGX in Q1 2022 and has held it in 5 quarters since. The position peaked at $170K in Q1 2022. 409 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Orcam Financial Group held 15,500 shares of Invesco Preferred ETF worth $168K as of Q2 2026.
Invesco Preferred ETF was a new Orcam Financial Group position in Q2 2026.
Invesco Preferred ETF made up 0.08% of Orcam Financial Group's portfolio in Q2 2026, its #104 holding.
Orcam Financial Group first reported a position in Invesco Preferred ETF in Q1 2022 and has held it in 5 quarters since.
Orcam Financial Group's Invesco Preferred ETF position peaked at $170K in Q1 2022.
409 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Orcam Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.