PFG Investments’s Invesco Preferred ETF PGX Stock Holding History

PFG Investments’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	–	Sell	-13,586	Closed	-$148K	–	1328
2026 Q1	$148K	Buy	13,586 +148	+1%	+$1.67K	0.01%	1101
2025 Q4	$151K	Buy	+13,438	New	+$153K	0.01%	1055
2025 Q1	–	Sell	-16,824	Closed	-$194K	–	1077
2024 Q4	$194K	Buy	+16,824	New	+$202K	0.01%	906
2024 Q2	–	Sell	-17,460	Closed	-$207K	–	1051
2024 Q1	$207K	Buy	+17,460	New	+$206K	0.01%	895

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

PFG Investments's PGX Position: Q2 2026 in Review

PFG Investments sold out of Invesco Preferred ETF (PGX) in Q2 2026, closing a stake of 13,586 shares — an estimated $148K sold.

PFG Investments first reported a position in PGX in Q1 2024 and held it in 4 quarters. The position peaked at $207K in Q1 2024. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

PFG Investments reported no remaining Invesco Preferred ETF position as of Q2 2026 after selling out during the quarter.
PFG Investments sold 13,586 Invesco Preferred ETF shares in Q2 2026, an estimated $148K.
PFG Investments first reported a position in Invesco Preferred ETF in Q1 2024 and held it in 4 quarters.
PFG Investments's Invesco Preferred ETF position peaked at $207K in Q1 2024.
408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.