Smartleaf Asset Management’s Invesco Preferred ETF PGX Stock Holding History

Smartleaf Asset Management’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 Q1	$9.99K	Hold	917	–	–	﹤0.01%	2330
2025 Q4	$10.3K	Sell	917 -918	-50%	-$10.5K	﹤0.01%	2388
2025 Q3	$21.4K	Buy	+1,835	New	+$21K	﹤0.01%	1792
2025 Q2	–	Sell	-6	Closed	-$70	–	2911
2025 Q1	$70	Hold	6	–	–	﹤0.01%	2847
2024 Q4	$71	Sell	6 -3,934	-100%	-$47.3K	﹤0.01%	2901
2024 Q3	$49K	Buy	3,940 +3,932	+49,150%	+$46.9K	0.01%	924
2024 Q2	$98	Hold	8	–	–	﹤0.01%	2724
2024 Q1	$101	Buy	8 +1	+14%	+$12	﹤0.01%	1838
2023 Q4	$98	Buy	+7	New	+$76	﹤0.01%	1100

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Smartleaf Asset Management's PGX Position: Q1 2026 in Review

Smartleaf Asset Management held its Invesco Preferred ETF (PGX) position steady in Q1 2026 at 917 shares worth $9.99K. The position accounts for ﹤0.01% of the portfolio, ranked #2330.

Smartleaf Asset Management first reported a position in PGX in Q4 2023 and has held it in 9 quarters since. The position peaked at $49K in Q3 2024. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

Smartleaf Asset Management held 917 shares of Invesco Preferred ETF worth $9.99K as of Q1 2026.
Smartleaf Asset Management left its Invesco Preferred ETF share count unchanged in Q1 2026.
Invesco Preferred ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2330 holding.
Smartleaf Asset Management first reported a position in Invesco Preferred ETF in Q4 2023 and has held it in 9 quarters since.
Smartleaf Asset Management's Invesco Preferred ETF position peaked at $49K in Q3 2024.
413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.