Parallel Advisors’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $71.7K | Hold |
6,610
| – | – | ﹤0.01% | 1915 |
|
|
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% | -$1.66K | 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% | 442 |
|
|
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
Parallel Advisors's PGX Position: Q2 2026 in Review
Parallel Advisors held its Invesco Preferred ETF (PGX) position steady in Q2 2026 at 6,610 shares worth $71.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1915.
Parallel Advisors first reported a position in PGX in Q4 2016 and has held it in 30 quarters since. The position peaked at $281K in Q1 2023. 410 funds tracked by Wall St. Rank hold PGX as of Q2 2026.
- Parallel Advisors held 6,610 shares of Invesco Preferred ETF worth $71.7K as of Q2 2026.
- Parallel Advisors left its Invesco Preferred ETF share count unchanged in Q2 2026.
- Invesco Preferred ETF made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #1915 holding.
- Parallel Advisors first reported a position in Invesco Preferred ETF in Q4 2016 and has held it in 30 quarters since.
- Parallel Advisors's Invesco Preferred ETF position peaked at $281K in Q1 2023.
- 410 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.
Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.