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SignatureFD’s Invesco Preferred ETF PGX Stock Holding History

SignatureFD’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 		– Sell
-1,088
Closed -$11.8K – 3603
2026
Q1 		$11.8K Buy
+1,088
New +$12.3K ﹤0.01% 2434
2023
Q3 		– Sell
-3,662
Closed -$41.6K – 3279
2023
Q2 		$41.6K Buy
3,662
+3,002
+455% +$34.1K ﹤0.01% 1534
2023
Q1 		$7.58K Buy
660
+360
+120% +$4.32K ﹤0.01% 2332
2022
Q4 		$3.35K Buy
+300
New +$3.47K ﹤0.01% 2630
2022
Q3 		– Sell
-331
Closed -$4K – 3283
2022
Q2 		$4K Hold
331
– – ﹤0.01% 2534
2022
Q1 		$4K Sell
331
-2,589
-89% -$36.1K ﹤0.01% 2609
2021
Q4 		$44K Sell
2,920
-780
-21% -$11.6K ﹤0.01% 1389
2021
Q3 		$56K Buy
3,700
+900
+32% +$13.7K ﹤0.01% 1252
2021
Q2 		$43K Buy
+2,800
New +$42.3K ﹤0.01% 1350
2021
Q1 		– Sell
-92
Closed -$1K – 2808
2020
Q4 		$1K Sell
92
-2,947
-97% -$44.2K ﹤0.01% 2466
2020
Q3 		$45K Buy
3,039
+2,627
+638% +$38.5K ﹤0.01% 1037
2020
Q2 		$6K Buy
412
+2
+0.5% +$28 ﹤0.01% 1747
2020
Q1 		$5K Buy
+410
New +$5.9K ﹤0.01% 1691
2015
Q4 		– Sell
-1,350
Closed -$20K – 1344
2015
Q3 		$20K Buy
+1,350
New +$19.7K ﹤0.01% 531
2014
Q2 		– Sell
-200
Closed -$3K – 974
2014
Q1 		$3K Hold
200
– – ﹤0.01% 585
2013
Q4 		$3K Hold
200
– – ﹤0.01% 568
2013
Q3 		$3K Hold
200
– – ﹤0.01% 530
2013
Q2 		$3K Buy
+200
New +$2.95K ﹤0.01% 449

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

SignatureFD's PGX Position: Q2 2026 in Review

SignatureFD sold out of Invesco Preferred ETF (PGX) in Q2 2026, closing a stake of 1,088 shares — an estimated $11.8K sold.

SignatureFD first reported a position in PGX in Q2 2013 and held it in 18 quarters. The position peaked at $56K in Q3 2021. 407 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • SignatureFD reported no remaining Invesco Preferred ETF position as of Q2 2026 after selling out during the quarter.
  • SignatureFD sold 1,088 Invesco Preferred ETF shares in Q2 2026, an estimated $11.8K.
  • SignatureFD first reported a position in Invesco Preferred ETF in Q2 2013 and held it in 18 quarters.
  • SignatureFD's Invesco Preferred ETF position peaked at $56K in Q3 2021.
  • 407 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.