RDA Financial Network’s Invesco Preferred ETF PGX Stock Holding History

RDA Financial Network’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	$195K	Sell	18,030 -275	-2%	-$3.03K	0.04%	284
2026 Q1	$199K	Sell	18,305 -300	-2%	-$3.39K	0.05%	273
2025 Q4	$209K	Hold	18,605	–	–	0.05%	258
2025 Q3	$216K	Hold	18,605	–	–	0.05%	249
2025 Q2	$207K	Hold	18,605	–	–	0.06%	250
2025 Q1	$209K	Sell	18,605 -1,500	-7%	-$17.4K	0.06%	236
2024 Q4	$232K	Sell	20,105 -2,500	-11%	-$30.1K	0.07%	221
2024 Q3	$279K	Hold	22,605	–	–	0.09%	192
2024 Q2	$261K	Sell	22,605 -8,045	-26%	-$93K	0.09%	197
2024 Q1	$364K	Sell	30,650 -6,000	-16%	-$70.7K	0.12%	157
2023 Q4	$420K	Sell	36,650 -850	-2%	-$9.28K	0.16%	137
2023 Q3	$411K	Sell	37,500 -2,700	-7%	-$30.2K	0.18%	127
2023 Q2	$457K	Sell	40,200 -500	-1%	-$5.67K	0.19%	116
2023 Q1	$467K	Sell	40,700 -4,000	-9%	-$48K	0.21%	111
2022 Q4	$500K	Sell	44,700 -8,760	-16%	-$101K	0.25%	95
2022 Q3	$635K	Sell	53,460 -2,570	-5%	-$32.3K	0.35%	83
2022 Q2	$691K	Buy	56,030 +670	+1%	+$8.42K	0.35%	82
2022 Q1	$751K	Sell	55,360 -20,600	-27%	-$287K	0.32%	79
2021 Q4	$1.14M	Buy	75,960 +200	+0.3%	+$2.98K	0.46%	61
2021 Q3	$1.14M	Sell	75,760 -500	-0.7%	-$7.59K	0.5%	60
2021 Q2	$1.17M	Sell	76,260 -900	-1%	-$13.6K	0.52%	58
2021 Q1	$1.16M	Hold	77,160	–	–	0.5%	57
2020 Q4	$1.18M	Sell	77,160 -1,650	-2%	-$24.8K	0.53%	56
2020 Q3	$1.16M	Buy	78,810 +10,300	+15%	+$151K	0.53%	54
2020 Q2	$967K	Buy	68,510 +6,550	+11%	+$91.8K	0.48%	62
2020 Q1	$815K	Sell	61,960 -360	-0.6%	-$5.18K	0.49%	55
2019 Q4	$939K	Sell	62,320 -550	-0.9%	-$8.21K	0.38%	68
2019 Q3	$932K	Buy	62,870 +50	+0.1%	+$744	0.4%	70
2019 Q2	$923K	Sell	62,820 -3,000	-5%	-$43.8K	0.42%	66
2019 Q1	$961K	Buy	+65,820	New	+$936K	0.45%	60

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

RDA Financial Network's PGX Position: Q2 2026 in Review

RDA Financial Network reduced its Invesco Preferred ETF (PGX) stake by 1.5% in Q2 2026, selling an estimated $3.03K and leaving 18,030 shares worth $195K. The position accounts for 0.04% of the portfolio, ranked #284.

RDA Financial Network first reported a position in PGX in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.18M in Q4 2020. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

RDA Financial Network held 18,030 shares of Invesco Preferred ETF worth $195K as of Q2 2026.
RDA Financial Network sold 275 Invesco Preferred ETF shares in Q2 2026, an estimated $3.03K.
Invesco Preferred ETF made up 0.04% of RDA Financial Network's portfolio in Q2 2026, its #284 holding.
RDA Financial Network first reported a position in Invesco Preferred ETF in Q1 2019 and has held it in 30 quarters since.
RDA Financial Network's Invesco Preferred ETF position peaked at $1.18M in Q4 2020.
408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.