Markowski Investments’s Invesco Preferred ETF PGX Stock Holding History

Markowski Investments’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	$1.25K	Buy	+115	New	+$1.27K	﹤0.01%	570

Other funds holding PGX

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

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

Markowski Investments's PGX Position: Q2 2026 in Review

Markowski Investments opened a new position in Invesco Preferred ETF (PGX) in Q2 2026: 115 shares worth $1.25K. The stake represents ﹤0.01% of the portfolio and ranks #570 among its holdings.

355 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Markowski Investments held 115 shares of Invesco Preferred ETF worth $1.25K as of Q2 2026.
Invesco Preferred ETF was a new Markowski Investments position in Q2 2026.
Invesco Preferred ETF made up ﹤0.01% of Markowski Investments's portfolio in Q2 2026, its #570 holding.
355 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Markowski Investments's 13F filing for Q2 2026, filed 13 Aug 2026.