Sequoia Financial Advisors’s Invesco Preferred ETF PGX Stock Holding History

Sequoia Financial 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	$493K	Sell	45,446 -5,928	-12%	-$65.4K	﹤0.01%	1351
2026 Q1	$559K	Sell	51,374 -4,037	-7%	-$45.6K	﹤0.01%	1212
2025 Q4	$623K	Sell	55,411 -6,527	-11%	-$74.4K	﹤0.01%	1151
2025 Q3	$718K	Sell	61,938 -8,853	-13%	-$101K	﹤0.01%	958
2025 Q2	$788K	Sell	70,791 -9,713	-12%	-$107K	0.01%	790
2025 Q1	$903K	Sell	80,504 -6,090	-7%	-$70.5K	0.01%	658
2024 Q4	$998K	Buy	86,594 +2,399	+3%	+$28.9K	0.01%	581
2024 Q3	$1.04M	Sell	84,195 -3,781	-4%	-$45.1K	0.01%	536
2024 Q2	$1.02M	Sell	87,976 -12,465	-12%	-$144K	0.01%	481
2024 Q1	$1.19M	Buy	100,441 +5,551	+6%	+$65.4K	0.01%	438
2023 Q4	$1.09M	Sell	94,890 -39,077	-29%	-$427K	0.01%	501
2023 Q3	$1.47M	Buy	133,967 +19,335	+17%	+$216K	0.03%	277
2023 Q2	$1.3M	Buy	114,632 +3,931	+4%	+$44.6K	0.02%	303
2023 Q1	$1.27M	Buy	110,701 +7,473	+7%	+$89.7K	0.03%	274
2022 Q4	$1.15M	Buy	103,228 +5,875	+6%	+$67.9K	0.03%	262
2022 Q3	$1.16M	Sell	97,353 -39,756	-29%	-$500K	0.04%	202
2022 Q2	$1.69M	Sell	137,109 -40,237	-23%	-$506K	0.05%	191
2022 Q1	$2.41M	Sell	177,346 -248,098	-58%	-$3.45M	0.06%	171
2021 Q4	$6.38M	Buy	425,444 +342,057	+410%	+$5.1M	0.17%	98
2021 Q3	$1.25M	Sell	83,387 -340,902	-80%	-$5.17M	0.13%	94
2021 Q2	$6.5M	Buy	424,289 +50,928	+14%	+$770K	0.24%	75
2021 Q1	$5.6M	Buy	373,361 +35,727	+11%	+$531K	0.23%	63
2020 Q4	$5.15M	Buy	337,634 +47,882	+17%	+$718K	0.24%	59
2020 Q3	$4.27M	Buy	289,752 +59,281	+26%	+$869K	0.23%	58
2020 Q2	$3.25M	Buy	230,471 +13,296	+6%	+$186K	0.19%	63
2020 Q1	$2.86M	Buy	217,175 +9,453	+5%	+$136K	0.21%	61
2019 Q4	$3.12M	Buy	+207,722	New	+$3.1M	0.2%	68
2019 Q3	–	Sell	-109,848	Closed	-$1.61M	–	382
2019 Q2	$1.61M	Sell	109,848 -8,975	-8%	-$131K	0.12%	97
2019 Q1	$1.72M	Sell	118,823 -380,849	-76%	-$5.42M	0.14%	89
2018 Q4	$6.73M	Sell	499,672 -31,444	-6%	-$434K	0.78%	23
2018 Q3	$7.61M	Buy	531,116 +2,585	+0.5%	+$37.5K	0.76%	21
2018 Q2	$7.7M	Buy	528,531 +53,650	+11%	+$777K	0.82%	21
2018 Q1	$6.93M	Buy	474,881 +90,357	+23%	+$1.32M	0.73%	23
2017 Q4	$5.71M	Buy	384,524 +63,454	+20%	+$950K	0.6%	32
2017 Q3	$4.83M	Buy	321,070 +71,055	+28%	+$1.07M	0.57%	34
2017 Q2	$3.78M	Buy	250,015 +229,150	+1,098%	+$3.44M	0.47%	48
2017 Q1	$309K	Hold	20,865	–	–	0.04%	195
2016 Q4	$297K	Buy	+20,865	New	+$304K	0.04%	194

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

Sequoia Financial Advisors's PGX Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Invesco Preferred ETF (PGX) stake by 12% in Q2 2026, selling an estimated $65.4K and leaving 45,446 shares worth $493K. The position accounts for ﹤0.01% of the portfolio, ranked #1351.

Sequoia Financial Advisors first reported a position in PGX in Q4 2016 and has held it in 38 quarters since. The position peaked at $7.7M in Q2 2018. 407 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Sequoia Financial Advisors held 45,446 shares of Invesco Preferred ETF worth $493K as of Q2 2026.
Sequoia Financial Advisors sold 5,928 Invesco Preferred ETF shares in Q2 2026, an estimated $65.4K.
Invesco Preferred ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1351 holding.
Sequoia Financial Advisors first reported a position in Invesco Preferred ETF in Q4 2016 and has held it in 38 quarters since.
Sequoia Financial Advisors's Invesco Preferred ETF position peaked at $7.7M in Q2 2018.
407 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.