Savant Capital’s Invesco Preferred ETF PGX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$372K Buy
34,355
+9,993
+41% +$110K ﹤0.01% 1378
2026
Q1
$265K Buy
24,362
+48
+0.2% +$543 ﹤0.01% 1246
2025
Q4
$273K Buy
24,314
+9,598
+65% +$109K ﹤0.01% 1113
2025
Q3
$171K Buy
14,716
+816
+6% +$9.35K ﹤0.01% 1258
2025
Q2
$155K Buy
+13,900
New +$153K ﹤0.01% 1168

Other funds holding PGX

Savant Capital's PGX Position: Q2 2026 in Review

Savant Capital increased its Invesco Preferred ETF (PGX) stake by 41% in Q2 2026, buying an estimated $110K and bringing the position to 34,355 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #1378.

Savant Capital first reported a position in PGX in Q2 2025 and has held it in 5 quarters since. 407 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Savant Capital held 34,355 shares of Invesco Preferred ETF worth $372K as of Q2 2026.
  • Savant Capital bought 9,993 Invesco Preferred ETF shares in Q2 2026, an estimated $110K.
  • Invesco Preferred ETF made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1378 holding.
  • Savant Capital first reported a position in Invesco Preferred ETF in Q2 2025 and has held it in 5 quarters since.
  • 407 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.