Sanctuary Advisors’s Invesco Preferred ETF PGX Stock Holding History

Sanctuary Advisors’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	$592K	Sell	54,616 -5,371	-9%	-$59.3K	﹤0.01%	1851
2026 Q1	$653K	Buy	59,987 +628	+1%	+$7.1K	﹤0.01%	1597
2025 Q4	$667K	Sell	59,359 -502	-0.8%	-$5.72K	﹤0.01%	1553
2025 Q3	$694K	Sell	59,861 -309	-0.5%	-$3.54K	﹤0.01%	1496
2025 Q2	$670K	Sell	60,170 -394,162	-87%	-$4.34M	﹤0.01%	1448
2025 Q1	$5.1M	Sell	454,332 -118,950	-21%	-$1.38M	0.04%	460
2024 Q4	$6.68M	Buy	573,282 +25,894	+5%	+$312K	0.04%	418
2024 Q3	$6.54M	Buy	547,388 +203,752	+59%	+$2.43M	0.04%	418
2024 Q2	$3.92M	Buy	+343,636	New	+$3.97M	0.03%	542

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Cohen & Steers New York $63.2B AUM 17.15% 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

Sanctuary Advisors's PGX Position: Q2 2026 in Review

Sanctuary Advisors reduced its Invesco Preferred ETF (PGX) stake by 9% in Q2 2026, selling an estimated $59.3K and leaving 54,616 shares worth $592K. The position accounts for ﹤0.01% of the portfolio, ranked #1851.

Sanctuary Advisors first reported a position in PGX in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.68M in Q4 2024. 407 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Sanctuary Advisors held 54,616 shares of Invesco Preferred ETF worth $592K as of Q2 2026.
Sanctuary Advisors sold 5,371 Invesco Preferred ETF shares in Q2 2026, an estimated $59.3K.
Invesco Preferred ETF made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1851 holding.
Sanctuary Advisors first reported a position in Invesco Preferred ETF in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's Invesco Preferred ETF position peaked at $6.68M in Q4 2024.
407 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.