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Sapient Capital’s Invesco Preferred ETF PGX Stock Holding History

Sapient Capital’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
Q3 		$123K Hold
12,232
– – ﹤0.01% 386
2026
Q2 		$133K Buy
+12,232
New +$135K ﹤0.01% 389

Other funds holding PGX

IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
AIC
Argus Investors Counsel New York $129M AUM 31.03% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Sapient Capital's PGX Position: Q3 2026 in Review

Sapient Capital held its Invesco Preferred ETF (PGX) position steady in Q3 2026 at 12,232 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Sapient Capital first reported a position in PGX in Q2 2026 and has held it in 2 quarters since. The position peaked at $133K in Q2 2026. 25 funds tracked by Wall St. Rank hold PGX as of Q3 2026.

  • Sapient Capital held 12,232 shares of Invesco Preferred ETF worth $123K as of Q3 2026.
  • Sapient Capital left its Invesco Preferred ETF share count unchanged in Q3 2026.
  • Invesco Preferred ETF made up ﹤0.01% of Sapient Capital's portfolio in Q3 2026, its #386 holding.
  • Sapient Capital first reported a position in Invesco Preferred ETF in Q2 2026 and has held it in 2 quarters since.
  • Sapient Capital's Invesco Preferred ETF position peaked at $133K in Q2 2026.
  • 25 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.