PMV Capital Advisers’s Invesco Preferred ETF PGX Stock Holding History

PMV Capital Advisers’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	$172	Buy	+16	New	+$181	﹤0.01%	99

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

PMV Capital Advisers's PGX Position: Q1 2026 in Review

PMV Capital Advisers opened a new position in Invesco Preferred ETF (PGX) in Q1 2026: 16 shares worth $172. The stake represents ﹤0.01% of the portfolio and ranks #99 among its holdings.

414 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

PMV Capital Advisers held 16 shares of Invesco Preferred ETF worth $172 as of Q1 2026.
Invesco Preferred ETF was a new PMV Capital Advisers position in Q1 2026.
Invesco Preferred ETF made up ﹤0.01% of PMV Capital Advisers's portfolio in Q1 2026, its #99 holding.
414 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on PMV Capital Advisers's 13F filing for Q1 2026, filed 16 Apr 2026.