Robinswood Financial’s Invesco Preferred ETF PGX Stock Holding History

Robinswood Financial’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 Q1	–	Sell	-472	Closed	-$5.3K	–	440
2025 Q4	$5.3K	Hold	472	–	–	﹤0.01%	304
2025 Q3	$5.47K	Hold	472	–	–	﹤0.01%	295
2025 Q2	$5.25K	Hold	472	–	–	﹤0.01%	297
2025 Q1	$5.29K	Hold	472	–	–	﹤0.01%	289
2024 Q4	$5.44K	Hold	472	–	–	﹤0.01%	241
2024 Q3	$5.83K	Hold	472	–	–	﹤0.01%	249
2024 Q2	$5.45K	Hold	472	–	–	﹤0.01%	256
2024 Q1	$5.61K	Hold	472	–	–	﹤0.01%	188
2023 Q4	$5.41K	Hold	472	–	–	﹤0.01%	178
2023 Q3	$5.17K	Hold	472	–	–	﹤0.01%	181
2023 Q2	$5.37K	Buy	+472	New	+$5.36K	﹤0.01%	162

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Robinswood Financial's PGX Position: Q1 2026 in Review

Robinswood Financial sold out of Invesco Preferred ETF (PGX) in Q1 2026, closing a stake of 472 shares — an estimated $5.3K sold.

Robinswood Financial first reported a position in PGX in Q2 2023 and held it in 11 quarters. The position peaked at $5.83K in Q3 2024. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

Robinswood Financial reported no remaining Invesco Preferred ETF position as of Q1 2026 after selling out during the quarter.
Robinswood Financial sold 472 Invesco Preferred ETF shares in Q1 2026, an estimated $5.3K.
Robinswood Financial first reported a position in Invesco Preferred ETF in Q2 2023 and held it in 11 quarters.
Robinswood Financial's Invesco Preferred ETF position peaked at $5.83K in Q3 2024.
413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Robinswood Financial's 13F filing for Q1 2026, filed 9 Jun 2026.