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
New +$449K 0.34% 45
2026
Q1 		– Sell
-41,588
Closed -$467K – 57
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 0.78% 31
2022
Q3 		$148K Sell
12,435
-1,719
-12% -$21.6K 0.89% 31
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

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
TLP
Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BT
Banque Transatlantique Paris, France $4.66B AUM 33.26% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $472M AUM

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

Ramiah Investment Group opened a new position in Invesco Preferred ETF (PGX) in Q2 2026: 40,668 shares worth $441K. The stake represents 0.34% of the portfolio and ranks #45 among its holdings. This is a return to the name: Ramiah Investment Group previously reported a position in PGX as recently as Q4 2025.

Ramiah Investment Group first reported a position in PGX in Q3 2020 and has held it in 18 quarters since. The position peaked at $632K in Q4 2024. 179 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.
  • Invesco Preferred ETF was a new Ramiah Investment Group position in Q2 2026.
  • 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 18 quarters since.
  • Ramiah Investment Group's Invesco Preferred ETF position peaked at $632K in Q4 2024.
  • 179 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.