Qube Research & Technologies (QRT)
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Qube Research & Technologies (QRT)’s Invesco Preferred ETF PGX Stock Holding History

Qube Research & Technologies (QRT)’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
2025
Q4 		– Sell
-1,736
Closed -$20.1K – 3984
2025
Q3 		$20.1K Sell
1,736
-59,284
-97% -$679K ﹤0.01% 3294
2025
Q2 		$679K Buy
+61,020
New +$672K ﹤0.01% 2606
2024
Q4 		– Sell
-17,777
Closed -$220K – 3748
2024
Q3 		$220K Buy
+17,777
New +$212K ﹤0.01% 2542
2024
Q2 		– Sell
-29,851
Closed -$355K – 4499
2024
Q1 		$355K Hold
29,851
– – ﹤0.01% 2726
2023
Q4 		$342K Sell
29,851
-37,720
-56% -$412K ﹤0.01% 2512
2023
Q3 		$740K Buy
67,571
+22,527
+50% +$252K ﹤0.01% 1865
2023
Q2 		$948K Sell
45,044
-6,534
-13% -$74.1K ﹤0.01% 1325
2023
Q1 		$592K Buy
51,578
+50,543
+4,883% +$607K ﹤0.01% 1506
2022
Q4 		$11.6K Buy
+1,035
New +$12K ﹤0.01% 2270
2022
Q3 		– Sell
-2,872
Closed -$35K – 2894
2022
Q2 		$35K Sell
2,872
-51,099
-95% -$642K ﹤0.01% 2188
2022
Q1 		$732K Buy
53,971
+26,147
+94% +$364K 0.01% 1334
2021
Q4 		$417K Sell
27,824
-769,053
-97% -$11.5M ﹤0.01% 1645
2021
Q3 		$12M Buy
796,877
+685,566
+616% +$10.4M 0.15% 164
2021
Q2 		$1.71M Buy
+111,311
New +$1.68M 0.02% 759
2020
Q4 		– Sell
-1,177,362
Closed -$17.3M – 2113
2020
Q3 		$17.3M Buy
1,177,362
+1,062,940
+929% +$15.6M 0.25% 79
2020
Q2 		$1.62M Buy
+114,422
New +$1.6M 0.02% 717
2020
Q1 		– Sell
-294,398
Closed -$4.42M – 1524
2019
Q4 		$4.42M Buy
+294,398
New +$4.39M 0.14% 154

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
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
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Qube Research & Technologies (QRT)'s PGX Position: Q4 2025 in Review

Qube Research & Technologies (QRT) sold out of Invesco Preferred ETF (PGX) in Q4 2025, closing a stake of 1,736 shares — an estimated $20.1K sold.

Qube Research & Technologies (QRT) first reported a position in PGX in Q4 2019 and held it in 17 quarters. The position peaked at $17.3M in Q3 2020. 423 funds tracked by Wall St. Rank hold PGX as of Q4 2025.

  • Qube Research & Technologies (QRT) reported no remaining Invesco Preferred ETF position as of Q4 2025 after selling out during the quarter.
  • Qube Research & Technologies (QRT) sold 1,736 Invesco Preferred ETF shares in Q4 2025, an estimated $20.1K.
  • Qube Research & Technologies (QRT) first reported a position in Invesco Preferred ETF in Q4 2019 and held it in 17 quarters.
  • Qube Research & Technologies (QRT)'s Invesco Preferred ETF position peaked at $17.3M in Q3 2020.
  • 423 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q4 2025.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q4 2025, filed 17 Feb 2026.