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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
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 $1.37T 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

&Partners's PGX Position: Q1 2026 in Review

&Partners increased its Invesco Preferred ETF (PGX) stake by 6.2% in Q1 2026, buying an estimated $76.8K and bringing the position to 116,593 shares worth $1.26M. The position accounts for 0.01% of the portfolio, ranked #1166.

&Partners first reported a position in PGX in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.5M in Q4 2024. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

  • &Partners held 116,593 shares of Invesco Preferred ETF worth $1.26M as of Q1 2026.
  • &Partners bought 6,795 Invesco Preferred ETF shares in Q1 2026, an estimated $76.8K.
  • Invesco Preferred ETF made up 0.01% of &Partners's portfolio in Q1 2026, its #1166 holding.
  • &Partners first reported a position in Invesco Preferred ETF in Q2 2024 and has held it in 8 quarters since.
  • &Partners's Invesco Preferred ETF position peaked at $1.5M in Q4 2024.
  • 413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.