Simon Quick Advisors’s Invesco Preferred ETF PGX Stock Holding History

Simon Quick 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	$704K	Sell	64,939 -596	-0.9%	-$6.58K	0.03%	232
2026 Q1	$713K	Buy	65,535 +15,136	+30%	+$171K	0.03%	213
2025 Q4	$566K	Sell	50,399 -8,950	-15%	-$102K	0.02%	241
2025 Q3	$688K	Buy	59,349 +2,747	+5%	+$31.5K	0.03%	231
2025 Q2	$630K	Buy	+56,602	New	+$624K	0.03%	225

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

Simon Quick Advisors's PGX Position: Q2 2026 in Review

Simon Quick Advisors reduced its Invesco Preferred ETF (PGX) stake by 0.91% in Q2 2026, selling an estimated $6.58K and leaving 64,939 shares worth $704K. The position accounts for 0.03% of the portfolio, ranked #232.

Simon Quick Advisors first reported a position in PGX in Q2 2025 and has held it in 5 quarters since. The position peaked at $713K in Q1 2026. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Simon Quick Advisors held 64,939 shares of Invesco Preferred ETF worth $704K as of Q2 2026.
Simon Quick Advisors sold 596 Invesco Preferred ETF shares in Q2 2026, an estimated $6.58K.
Invesco Preferred ETF made up 0.03% of Simon Quick Advisors's portfolio in Q2 2026, its #232 holding.
Simon Quick Advisors first reported a position in Invesco Preferred ETF in Q2 2025 and has held it in 5 quarters since.
Simon Quick Advisors's Invesco Preferred ETF position peaked at $713K in Q1 2026.
408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.