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Parallel Advisors’s Invesco Preferred ETF PGX Stock Holding History

Parallel 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
Q1 		$71.9K Hold
6,610
– – ﹤0.01% 1778
2025
Q4 		$74.3K Buy
6,610
+150
+2% +$1.71K ﹤0.01% 1626
2025
Q3 		$74.9K Hold
6,460
– – ﹤0.01% 1566
2025
Q2 		$71.9K Sell
6,460
-38
-0.6% -$419 ﹤0.01% 1532
2025
Q1 		$72.9K Buy
6,498
+38
+0.6% +$440 ﹤0.01% 1431
2024
Q4 		$74.5K Sell
6,460
-487
-7% -$5.86K ﹤0.01% 1417
2024
Q3 		$85.8K Buy
6,947
+61
+0.9% +$728 ﹤0.01% 1343
2024
Q2 		$79.5K Sell
6,886
-700
-9% -$8.09K ﹤0.01% 1283
2024
Q1 		$90.1K Sell
7,586
-1,897
-20% -$22.4K ﹤0.01% 1220
2023
Q4 		$109K Sell
9,483
-9,313
-50% -$102K ﹤0.01% 1084
2023
Q3 		$206K Buy
18,796
+1,128
+6% +$12.6K 0.01% 777
2023
Q2 		$201K Sell
17,668
-6,824
-28% -$77.4K 0.01% 775
2023
Q1 		$281K Buy
24,492
+9,592
+64% +$115K 0.01% 630
2022
Q4 		$167K Sell
14,900
-2,025
-12% -$23.4K 0.01% 780
2022
Q3 		$201K Hold
16,925
– – 0.01% 681
2022
Q2 		$209K Buy
+16,925
New +$213K 0.01% 659
2022
Q1 		– Sell
-3,561
Closed -$53K – 3195
2021
Q4 		$53K Sell
3,561
-1,300
-27% -$19.4K ﹤0.01% 1287
2021
Q3 		$73K Buy
4,861
+1,300
+37% +$19.7K ﹤0.01% 1113
2021
Q2 		$55K Hold
3,561
– – ﹤0.01% 1206
2021
Q1 		$53K Buy
+3,561
New +$53K ﹤0.01% 1157
2019
Q1 		– Sell
-2,971
Closed -$40K – 2369
2018
Q4 		$40K Sell
2,971
-940
-24% -$13K 0.01% 837
2018
Q3 		$56K Buy
3,911
+1,231
+46% +$17.9K 0.01% 778
2018
Q2 		$39K Sell
2,680
-115
-4% -$1.67K 0.01% 818
2018
Q1 		$41K Sell
2,795
-5,000
-64% -$72.9K 0.01% 769
2017
Q4 		$116K Hold
7,795
– – 0.02% 444
2017
Q3 		$116K Sell
7,795
-145
-2% -$2.19K 0.02% 441
2017
Q2 		$120K Sell
7,940
-170
-2% -$2.55K 0.02% 422
2017
Q1 		$122K Sell
8,110
-80
-1% -$1.17K 0.02% 395
2016
Q4 		$117K Buy
+8,190
New +$119K 0.03% 352

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

Parallel Advisors's PGX Position: Q1 2026 in Review

Parallel Advisors held its Invesco Preferred ETF (PGX) position steady in Q1 2026 at 6,610 shares worth $71.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1778.

Parallel Advisors first reported a position in PGX in Q4 2016 and has held it in 29 quarters since. The position peaked at $281K in Q1 2023. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

  • Parallel Advisors held 6,610 shares of Invesco Preferred ETF worth $71.9K as of Q1 2026.
  • Parallel Advisors left its Invesco Preferred ETF share count unchanged in Q1 2026.
  • Invesco Preferred ETF made up ﹤0.01% of Parallel Advisors's portfolio in Q1 2026, its #1778 holding.
  • Parallel Advisors first reported a position in Invesco Preferred ETF in Q4 2016 and has held it in 29 quarters since.
  • Parallel Advisors's Invesco Preferred ETF position peaked at $281K in Q1 2023.
  • 413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.