Salomon & Ludwin’s Invesco Preferred ETF PGX Stock Holding History

Salomon & Ludwin’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	$12.9K	Hold	1,168	–	–	﹤0.01%	1388
2025 Q4	$13.2K	Sell	1,168 -2	-0.2%	-$23	﹤0.01%	1234
2025 Q3	$13.7K	Hold	1,170	–	–	﹤0.01%	1071
2025 Q2	$13.2K	Buy	1,170 +24	+2%	+$264	﹤0.01%	451
2025 Q1	$12.9K	Hold	1,146	–	–	﹤0.01%	420
2024 Q4	$13.2K	Hold	1,146	–	–	﹤0.01%	417
2024 Q3	$14.2K	Hold	1,146	–	–	﹤0.01%	410
2024 Q2	$13.2K	Hold	1,146	–	–	﹤0.01%	412
2024 Q1	$13.6K	Hold	1,146	–	–	﹤0.01%	514
2023 Q4	$12.5K	Hold	1,146	–	–	﹤0.01%	467
2023 Q3	$12.5K	Buy	+1,146	New	+$12.8K	﹤0.01%	466

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

Salomon & Ludwin's PGX Position: Q1 2026 in Review

Salomon & Ludwin held its Invesco Preferred ETF (PGX) position steady in Q1 2026 at 1,168 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1388.

Salomon & Ludwin first reported a position in PGX in Q3 2023 and has held it in 11 quarters since. The position peaked at $14.2K in Q3 2024. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

Salomon & Ludwin held 1,168 shares of Invesco Preferred ETF worth $12.9K as of Q1 2026.
Salomon & Ludwin left its Invesco Preferred ETF share count unchanged in Q1 2026.
Invesco Preferred ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #1388 holding.
Salomon & Ludwin first reported a position in Invesco Preferred ETF in Q3 2023 and has held it in 11 quarters since.
Salomon & Ludwin's Invesco Preferred ETF position peaked at $14.2K in Q3 2024.
413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.