Patriot Investment Management Group’s Invesco Preferred ETF PGX Stock Holding History

Patriot Investment Management 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	$199K	Buy	18,340 +2,302	+14%	+$25.4K	0.01%	239
2026 Q1	$174K	Hold	16,038	–	–	0.01%	235
2025 Q4	$180K	Sell	16,038 -11,160	-41%	-$127K	0.01%	242
2025 Q3	$315K	Sell	27,198 -3,753	-12%	-$43K	0.02%	199
2025 Q2	$344K	Buy	30,951 +54	+0.2%	+$595	0.02%	188
2025 Q1	$347K	Buy	30,897 +54	+0.2%	+$625	0.03%	184
2024 Q4	$356K	Buy	30,843 +54	+0.2%	+$650	0.03%	185
2024 Q3	$380K	Buy	30,789 +51	+0.2%	+$609	0.03%	178
2024 Q2	$355K	Buy	30,738 +50	+0.2%	+$578	0.03%	184
2024 Q1	$365K	Sell	30,688 -208	-0.7%	-$2.45K	0.03%	190
2023 Q4	$354K	Sell	30,896 -6,415	-17%	-$70K	0.03%	186
2023 Q3	$409K	Sell	37,311 -57,949	-61%	-$648K	0.04%	171
2023 Q2	$1.08M	Buy	95,260 +21,854	+30%	+$248K	0.09%	103
2023 Q1	$843K	Sell	73,406 -2,055	-3%	-$24.7K	0.07%	120
2022 Q4	$943K	Sell	75,461 -19,428	-20%	-$225K	0.08%	113
2022 Q3	$1.13M	Sell	94,889 -15,044	-14%	-$189K	0.12%	95
2022 Q2	$1.36M	Sell	109,933 -48,079	-30%	-$604K	0.13%	86
2022 Q1	$2.14M	Sell	158,012 -4,491	-3%	-$62.5K	0.19%	67
2021 Q4	$2.44M	Buy	162,503 +7,641	+5%	+$114K	0.21%	62
2021 Q3	$2.33M	Sell	154,862 -6,275	-4%	-$95.3K	0.21%	58
2021 Q2	$2.47M	Sell	161,137 -911	-0.6%	-$13.8K	0.23%	56
2021 Q1	$2.43M	Buy	+162,048	New	+$2.41M	0.24%	54
2020 Q4	–	Sell	-157,031	Closed	-$2.31M	–	197
2020 Q3	$2.31M	Buy	157,031 +23,537	+18%	+$345K	0.28%	51
2020 Q2	$1.88M	Buy	133,494 +11,388	+9%	+$160K	0.24%	55
2020 Q1	$1.61M	Buy	122,106 +55,961	+85%	+$805K	0.24%	56
2019 Q4	$992K	Buy	66,145 +17	+0%	+$254	0.13%	105
2019 Q3	$992K	Buy	66,128 +44	+0.1%	+$655	0.14%	102
2019 Q2	$966K	Buy	66,084 +13,579	+26%	+$198K	0.14%	100
2019 Q1	$761K	Buy	+52,505	New	+$747K	0.11%	114

Other funds holding PGX

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

TLP

Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $472M AUM

Plimoth Trust Plymouth, Massachusetts $501M AUM 35.9% 1-Year Est. Return

Patriot Investment Management Group's PGX Position: Q2 2026 in Review

Patriot Investment Management Group increased its Invesco Preferred ETF (PGX) stake by 14% in Q2 2026, buying an estimated $25.4K and bringing the position to 18,340 shares worth $199K. The position accounts for 0.01% of the portfolio, ranked #239.

Patriot Investment Management Group first reported a position in PGX in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.47M in Q2 2021. 171 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Patriot Investment Management Group held 18,340 shares of Invesco Preferred ETF worth $199K as of Q2 2026.
Patriot Investment Management Group bought 2,302 Invesco Preferred ETF shares in Q2 2026, an estimated $25.4K.
Invesco Preferred ETF made up 0.01% of Patriot Investment Management Group's portfolio in Q2 2026, its #239 holding.
Patriot Investment Management Group first reported a position in Invesco Preferred ETF in Q1 2019 and has held it in 29 quarters since.
Patriot Investment Management Group's Invesco Preferred ETF position peaked at $2.47M in Q2 2021.
171 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.