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Sowell Financial Services’s Invesco Preferred ETF PGX Stock Holding History

Sowell Financial Services’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 		$279K Buy
25,776
+214
+0.8% +$2.36K 0.01% 903
2026
Q1 		$278K Buy
25,562
+70
+0.3% +$791 0.01% 862
2025
Q4 		$287K Buy
25,492
+71
+0.3% +$810 0.01% 853
2025
Q3 		$295K Buy
25,421
+171
+0.7% +$1.96K 0.01% 818
2025
Q2 		$281K Sell
25,250
-54,567
-68% -$601K 0.01% 813
2025
Q1 		$896K Sell
79,817
-151,575
-66% -$1.75M 0.04% 418
2024
Q4 		$2.67M Buy
231,392
+7,576
+3% +$91.1K 0.14% 158
2024
Q3 		$2.76M Buy
223,816
+28,287
+14% +$338K 0.13% 182
2024
Q2 		$2.26M Buy
195,529
+170,989
+697% +$1.98M 0.11% 193
2024
Q1 		$292K Buy
24,540
+181
+0.7% +$2.13K 0.01% 512
2023
Q4 		$279K Sell
24,359
-56,632
-70% -$618K 0.02% 497
2023
Q3 		$887K Buy
80,991
+44,527
+122% +$498K 0.06% 320
2023
Q2 		$415K Buy
36,464
+2,321
+7% +$26.3K 0.02% 481
2023
Q1 		$392K Sell
34,143
-3,216
-9% -$38.6K 0.03% 500
2022
Q4 		$418K Buy
37,359
+1,248
+3% +$14.4K 0.03% 453
2022
Q3 		$429K Buy
+36,111
New +$454K 0.04% 335
2022
Q1 		– Sell
-48,406
Closed -$726K – 414
2021
Q4 		$726K Buy
48,406
+2,841
+6% +$42.3K 0.04% 378
2021
Q3 		$685K Buy
45,565
+4,318
+10% +$65.5K 0.05% 353
2021
Q2 		$632K Sell
41,247
-600
-1% -$9.07K 0.04% 386
2021
Q1 		$630K Sell
41,847
-1,066
-2% -$15.9K 0.02% 558
2020
Q4 		$655K Sell
42,913
-97
-0.2% -$1.46K 0.03% 444
2020
Q3 		$634K Buy
43,010
+14,265
+50% +$209K 0.03% 407
2020
Q2 		$406K Sell
28,745
-8
-0% -$112 0.02% 509
2020
Q1 		$378K Buy
28,753
+33
+0.1% +$475 0.03% 480
2019
Q4 		$431K Buy
28,720
+26,651
+1,288% +$398K 0.03% 491
2019
Q3 		$31K Buy
+2,069
New +$30.8K ﹤0.01% 1137
2018
Q4 		– Sell
-13,962
Closed -$200K – 516
2018
Q3 		$200K Buy
13,962
+5
+0% +$73 0.03% 333
2018
Q2 		$202K Buy
+13,957
New +$202K 0.04% 270

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

Sowell Financial Services's PGX Position: Q2 2026 in Review

Sowell Financial Services increased its Invesco Preferred ETF (PGX) stake by 0.84% in Q2 2026, buying an estimated $2.36K and bringing the position to 25,776 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #903.

Sowell Financial Services first reported a position in PGX in Q2 2018 and has held it in 28 quarters since. The position peaked at $2.76M in Q3 2024. 410 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Sowell Financial Services held 25,776 shares of Invesco Preferred ETF worth $279K as of Q2 2026.
  • Sowell Financial Services bought 214 Invesco Preferred ETF shares in Q2 2026, an estimated $2.36K.
  • Invesco Preferred ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #903 holding.
  • Sowell Financial Services first reported a position in Invesco Preferred ETF in Q2 2018 and has held it in 28 quarters since.
  • Sowell Financial Services's Invesco Preferred ETF position peaked at $2.76M in Q3 2024.
  • 410 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.