Principal Financial Group
PGX icon

Principal Financial Group’s Invesco Preferred ETF PGX Stock Holding History

Principal Financial 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 		$349K Sell
32,201
-62,146
-66% -$686K ﹤0.01% 2036
2026
Q1 		$1.03M Sell
94,347
-476,348
-83% -$5.38M ﹤0.01% 1931
2025
Q4 		$6.41M Buy
+570,695
New +$6.51M ﹤0.01% 1520
2025
Q3 		– Sell
-214,012
Closed -$2.38M – 2315
2025
Q2 		$2.38M Buy
214,012
+162,686
+317% +$1.79M ﹤0.01% 1776
2025
Q1 		$576K Sell
51,326
-666,255
-93% -$7.71M ﹤0.01% 1916
2024
Q4 		$8.27M Buy
717,581
+622,895
+658% +$7.49M ﹤0.01% 1383
2024
Q3 		$1.17M Buy
94,686
+81,764
+633% +$976K ﹤0.01% 1834
2024
Q2 		$149K Buy
+12,922
New +$149K ﹤0.01% 2181
2024
Q1 		– Sell
-602,725
Closed -$6.91M – 2477
2023
Q4 		$6.91M Buy
602,725
+586,058
+3,516% +$6.4M ﹤0.01% 1452
2023
Q3 		$183K Sell
16,667
-103,577
-86% -$1.16M ﹤0.01% 2184
2023
Q2 		$1.37M Sell
120,244
-53,346
-31% -$605K ﹤0.01% 1800
2023
Q1 		$1.99M Sell
173,590
-910,279
-84% -$10.9M ﹤0.01% 1762
2022
Q4 		$12.1M Buy
1,083,869
+824,967
+319% +$9.54M 0.01% 1135
2022
Q3 		$3.08M Sell
258,902
-83,372
-24% -$1.05M ﹤0.01% 1640
2022
Q2 		$4.22M Buy
+342,274
New +$4.3M ﹤0.01% 1613

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

Principal Financial Group's PGX Position: Q2 2026 in Review

Principal Financial Group reduced its Invesco Preferred ETF (PGX) stake by 66% in Q2 2026, selling an estimated $686K and leaving 32,201 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #2036.

Principal Financial Group first reported a position in PGX in Q2 2022 and has held it in 15 quarters since. The position peaked at $12.1M in Q4 2022. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Principal Financial Group held 32,201 shares of Invesco Preferred ETF worth $349K as of Q2 2026.
  • Principal Financial Group sold 62,146 Invesco Preferred ETF shares in Q2 2026, an estimated $686K.
  • Invesco Preferred ETF made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #2036 holding.
  • Principal Financial Group first reported a position in Invesco Preferred ETF in Q2 2022 and has held it in 15 quarters since.
  • Principal Financial Group's Invesco Preferred ETF position peaked at $12.1M in Q4 2022.
  • 408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.