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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
Q2 		$12.7K Hold
1,168
– – ﹤0.01% 1472
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CC
Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
LPL Financial
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

Salomon & Ludwin's PGX Position: Q2 2026 in Review

Salomon & Ludwin held its Invesco Preferred ETF (PGX) position steady in Q2 2026 at 1,168 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1472.

Salomon & Ludwin first reported a position in PGX in Q3 2023 and has held it in 12 quarters since. The position peaked at $14.2K in Q3 2024. 409 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Salomon & Ludwin held 1,168 shares of Invesco Preferred ETF worth $12.7K as of Q2 2026.
  • Salomon & Ludwin left its Invesco Preferred ETF share count unchanged in Q2 2026.
  • Invesco Preferred ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1472 holding.
  • Salomon & Ludwin first reported a position in Invesco Preferred ETF in Q3 2023 and has held it in 12 quarters since.
  • Salomon & Ludwin's Invesco Preferred ETF position peaked at $14.2K in Q3 2024.
  • 409 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.