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&Partners’s Invesco Preferred ETF PGX Stock Holding History

&Partners’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 		$1.18M Sell
109,308
-7,285
-6% -$80.4K ﹤0.01% 1308
2026
Q1 		$1.26M Buy
116,593
+6,795
+6% +$76.8K 0.01% 1166
2025
Q4 		$1.23M Buy
109,798
+3,385
+3% +$38.6K 0.01% 1114
2025
Q3 		$1.16M Buy
106,413
+2,752
+3% +$31.5K 0.01% 1017
2025
Q2 		$1.15M Buy
103,661
+10,031
+11% +$111K 0.01% 915
2025
Q1 		$1.06M Sell
93,630
-33,344
-26% -$386K 0.01% 804
2024
Q4 		$1.5M Buy
126,974
+64,444
+103% +$775K 0.02% 599
2024
Q3 		$772K Buy
62,530
+49,663
+386% +$593K 0.01% 670
2024
Q2 		$149K Buy
+12,867
New +$149K 0.01% 865

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CC
Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
LPL Financial
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

&Partners's PGX Position: Q2 2026 in Review

&Partners reduced its Invesco Preferred ETF (PGX) stake by 6.2% in Q2 2026, selling an estimated $80.4K and leaving 109,308 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1308.

&Partners first reported a position in PGX in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.5M in Q4 2024. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • &Partners held 109,308 shares of Invesco Preferred ETF worth $1.18M as of Q2 2026.
  • &Partners sold 7,285 Invesco Preferred ETF shares in Q2 2026, an estimated $80.4K.
  • Invesco Preferred ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1308 holding.
  • &Partners first reported a position in Invesco Preferred ETF in Q2 2024 and has held it in 9 quarters since.
  • &Partners's Invesco Preferred ETF position peaked at $1.5M in Q4 2024.
  • 408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.