RIG
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Ramiah Investment Group’s Invesco Preferred ETF PGX Stock Holding History

Ramiah Investment 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 		$441K Buy
40,668
+666
+2% +$7.35K 0.34% 45
2026
Q1 		$435K Sell
40,002
-1,586
-4% -$17.9K 0.38% 38
2025
Q4 		$467K Sell
41,588
-827
-2% -$9.43K 0.41% 44
2025
Q3 		$492K Sell
42,415
-1,720
-4% -$19.7K 0.44% 38
2025
Q2 		$491K Buy
44,135
+330
+0.8% +$3.64K 0.53% 34
2025
Q1 		$491K Sell
43,805
-11,039
-20% -$128K 0.47% 31
2024
Q4 		$632K Buy
+54,844
New +$660K 0.58% 30
2023
Q3 		– Sell
-11,403
Closed -$130K – 67
2023
Q2 		$130K Sell
11,403
-296
-3% -$3.36K 0.13% 66
2023
Q1 		$134K Sell
11,699
-1,214
-9% -$14.6K 0.12% 65
2022
Q4 		$144K Buy
12,913
+478
+4% +$5.53K 0.28% 59
2022
Q3 		$148K Sell
12,435
-1,719
-12% -$21.6K 0.31% 61
2022
Q2 		$175K Buy
14,154
+841
+6% +$10.6K 0.14% 57
2022
Q1 		$181K Buy
13,313
+1,833
+16% +$25.5K 0.13% 65
2021
Q4 		$172K Buy
11,480
+77
+0.7% +$1.15K 0.12% 67
2021
Q3 		$171K Sell
11,403
-1,974
-15% -$30K 0.12% 79
2021
Q2 		$205K Sell
13,377
-628
-4% -$9.5K 0.15% 77
2021
Q1 		$210K Buy
14,005
+847
+6% +$12.6K 0.16% 61
2020
Q4 		$201K Buy
13,158
+26
+0.2% +$390 0.17% 62
2020
Q3 		$193K Buy
+13,132
New +$193K 0.19% 69

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

Ramiah Investment Group's PGX Position: Q2 2026 in Review

Ramiah Investment Group increased its Invesco Preferred ETF (PGX) stake by 1.7% in Q2 2026, buying an estimated $7.35K and bringing the position to 40,668 shares worth $441K. The position accounts for 0.34% of the portfolio, ranked #45.

Ramiah Investment Group first reported a position in PGX in Q3 2020 and has held it in 19 quarters since. The position peaked at $632K in Q4 2024. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Ramiah Investment Group held 40,668 shares of Invesco Preferred ETF worth $441K as of Q2 2026.
  • Ramiah Investment Group bought 666 Invesco Preferred ETF shares in Q2 2026, an estimated $7.35K.
  • Invesco Preferred ETF made up 0.34% of Ramiah Investment Group's portfolio in Q2 2026, its #45 holding.
  • Ramiah Investment Group first reported a position in Invesco Preferred ETF in Q3 2020 and has held it in 19 quarters since.
  • Ramiah Investment Group's Invesco Preferred ETF position peaked at $632K in Q4 2024.
  • 408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Ramiah Investment Group's 13F filing for Q2 2026, filed 16 Jul 2026.