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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
Q2 		$133K Buy
+12,232
New +$135K ﹤0.01% 389

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

Sapient Capital's PGX Position: Q2 2026 in Review

Sapient Capital opened a new position in Invesco Preferred ETF (PGX) in Q2 2026: 12,232 shares worth $133K. The stake represents ﹤0.01% of the portfolio and ranks #389 among its holdings.

407 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Sapient Capital held 12,232 shares of Invesco Preferred ETF worth $133K as of Q2 2026.
  • Invesco Preferred ETF was a new Sapient Capital position in Q2 2026.
  • Invesco Preferred ETF made up ﹤0.01% of Sapient Capital's portfolio in Q2 2026, its #389 holding.
  • 407 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Sapient Capital's 13F filing for Q2 2026, filed 9 Jul 2026.