Register Financial Advisors’s Invesco Preferred ETF PGX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$85.1K	Buy	7,855 +49	+0.6%	+$541	0.03%	288
2026 Q1	$84.9K	Buy	7,806 +802	+11%	+$9.06K	0.03%	260
2025 Q4	$78.7K	Buy	+7,004	New	+$79.9K	0.03%	255
2025 Q2	–	Sell	-7,611	Closed	-$85.4K	–	343
2025 Q1	$85.4K	Buy	7,611 +47	+0.6%	+$544	0.04%	221
2024 Q4	$87.2K	Sell	7,564 -27	-0.4%	-$325	0.04%	220
2024 Q3	$93.7K	Buy	7,591 +45	+0.6%	+$537	0.05%	214
2024 Q2	$87.2K	Sell	7,546 -3,727	-33%	-$43.1K	0.04%	287
2024 Q1	$134K	Sell	11,273 -149	-1%	-$1.76K	0.07%	216
2023 Q4	$131K	Buy	11,422 +7,147	+167%	+$78K	0.09%	177
2023 Q3	$46.8K	Hold	4,275	–	–	0.03%	262
2023 Q2	$48.6K	Hold	4,275	–	–	0.03%	260
2023 Q1	$49.1K	Buy	+4,275	New	+$51.3K	0.04%	252

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Banque Transatlantique Paris, France $4.66B AUM 33.26% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $472M AUM

Register Financial Advisors's PGX Position: Q2 2026 in Review

Register Financial Advisors increased its Invesco Preferred ETF (PGX) stake by 0.63% in Q2 2026, buying an estimated $541 and bringing the position to 7,855 shares worth $85.1K. The position accounts for 0.03% of the portfolio, ranked #288.

Register Financial Advisors first reported a position in PGX in Q1 2023 and has held it in 12 quarters since. The position peaked at $134K in Q1 2024. 187 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Register Financial Advisors held 7,855 shares of Invesco Preferred ETF worth $85.1K as of Q2 2026.
Register Financial Advisors bought 49 Invesco Preferred ETF shares in Q2 2026, an estimated $541.
Invesco Preferred ETF made up 0.03% of Register Financial Advisors's portfolio in Q2 2026, its #288 holding.
Register Financial Advisors first reported a position in Invesco Preferred ETF in Q1 2023 and has held it in 12 quarters since.
Register Financial Advisors's Invesco Preferred ETF position peaked at $134K in Q1 2024.
187 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.