Simplex Trading
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Simplex Trading’s Invesco Preferred ETF PGX Stock Holding History

Simplex Trading’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
-92
Closed -$1K – 10077
2026
Q1 		$1K Buy
+92
New +$1.04K ﹤0.01% 8597
2023
Q3 		– Sell
-64
Closed – – 9541
2023
Q2 		$0 Sell
64
-20
-24% -$227 ﹤0.01% 9704
2023
Q1 		$0 Buy
+84
New +$1.01K ﹤0.01% 9856
2022
Q3 		– Sell
-100
Closed -$1K – 10650
2022
Q2 		$1K Sell
100
-638
-86% -$8.02K ﹤0.01% 9641
2022
Q1 		$10K Buy
+738
New +$10.3K ﹤0.01% 8882
2021
Q2 		– Sell
-300
Closed -$4K – 10545
2021
Q1 		$4K Sell
300
-3,395
-92% -$50.5K ﹤0.01% 8283
2020
Q4 		$56K Buy
+3,695
New +$55.4K ﹤0.01% 6056
2020
Q3 		– Sell
-3,190
Closed -$45K – 8316
2020
Q2 		$45K Buy
+3,190
New +$44.7K ﹤0.01% 5590

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

Simplex Trading's PGX Position: Q2 2026 in Review

Simplex Trading sold out of Invesco Preferred ETF (PGX) in Q2 2026, closing a stake of 92 shares — an estimated $1K sold.

Simplex Trading first reported a position in PGX in Q2 2020 and held it in 8 quarters. The position peaked at $56K in Q4 2020. 407 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Simplex Trading reported no remaining Invesco Preferred ETF position as of Q2 2026 after selling out during the quarter.
  • Simplex Trading sold 92 Invesco Preferred ETF shares in Q2 2026, an estimated $1K.
  • Simplex Trading first reported a position in Invesco Preferred ETF in Q2 2020 and held it in 8 quarters.
  • Simplex Trading's Invesco Preferred ETF position peaked at $56K in Q4 2020.
  • 407 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.