SRH Advisors’s Invesco Preferred ETF PGX Stock Holding History

SRH 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 Q1	$38.1K	Hold	3,500	–	–	0.01%	146
2025 Q4	$39.3K	Hold	3,500	–	–	0.01%	145
2025 Q3	$40.6K	Hold	3,500	–	–	0.01%	139
2025 Q2	$39K	Hold	3,500	–	–	0.01%	138
2025 Q1	$39.3K	Hold	3,500	–	–	0.01%	136
2024 Q4	$40.4K	Hold	3,500	–	–	0.01%	133
2024 Q3	$43.2K	Hold	3,500	–	–	0.01%	130
2024 Q2	$40.4K	Hold	3,500	–	–	0.01%	132
2024 Q1	$41.6K	Hold	3,500	–	–	0.01%	134
2023 Q4	$40.1K	Hold	3,500	–	–	0.01%	136
2023 Q3	$38.3K	Hold	3,500	–	–	0.02%	130
2023 Q2	$40.2K	Hold	3,500	–	–	0.02%	125
2023 Q1	$40K	Hold	3,500	–	–	0.02%	126
2022 Q4	$39K	Hold	3,500	–	–	0.02%	130
2022 Q3	$42K	Hold	3,500	–	–	0.05%	125
2022 Q2	$43K	Hold	3,500	–	–	0.05%	127
2022 Q1	$48K	Hold	3,500	–	–	0.05%	129
2021 Q4	$53K	Hold	3,500	–	–	0.06%	128
2021 Q3	$53K	Hold	3,500	–	–	0.06%	124
2021 Q2	$54K	Hold	3,500	–	–	0.07%	122
2021 Q1	$53K	Hold	3,500	–	–	0.08%	112
2020 Q4	$53K	Hold	3,500	–	–	0.09%	107
2020 Q3	$52K	Hold	3,500	–	–	0.1%	99
2020 Q2	$49K	Hold	3,500	–	–	0.12%	84
2020 Q1	$46K	Hold	3,500	–	–	0.13%	82
2019 Q4	$53K	Hold	3,500	–	–	0.17%	78
2019 Q3	$53K	Hold	3,500	–	–	0.18%	79
2019 Q2	$51K	Hold	3,500	–	–	0.17%	80
2019 Q1	$51K	Hold	3,500	–	–	0.18%	79
2018 Q4	$47K	Hold	3,500	–	–	0.18%	79
2018 Q3	$50K	Hold	3,500	–	–	0.17%	87
2018 Q2	$51K	Hold	3,500	–	–	0.19%	85
2018 Q1	$51K	Hold	3,500	–	–	0.2%	77
2017 Q4	$52K	Hold	3,500	–	–	0.21%	75
2017 Q3	$53K	Hold	3,500	–	–	0.22%	73
2017 Q2	$53K	Hold	3,500	–	–	0.25%	62
2017 Q1	$52K	Hold	3,500	–	–	0.24%	62
2016 Q4	$50K	Hold	3,500	–	–	0.25%	64
2016 Q3	$53K	Hold	3,500	–	–	0.28%	57
2016 Q2	$53K	Hold	3,500	–	–	0.28%	57
2016 Q1	$52K	Hold	3,500	–	–	0.29%	58
2015 Q4	$52K	Hold	3,500	–	–	0.31%	54
2015 Q3	$51K	Hold	3,500	–	–	0.3%	53
2015 Q2	$51K	Hold	3,500	–	–	0.32%	49
2015 Q1	$52K	Hold	3,500	–	–	0.34%	46
2014 Q4	$51K	Hold	3,500	–	–	0.35%	48
2014 Q3	$51K	Hold	3,500	–	–	0.39%	44
2014 Q2	$51K	Hold	3,500	–	–	0.4%	44
2014 Q1	$50K	Hold	3,500	–	–	0.4%	44
2013 Q4	$47K	Buy	+3,500	New	+$47.7K	0.46%	44

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

SRH Advisors's PGX Position: Q1 2026 in Review

SRH Advisors held its Invesco Preferred ETF (PGX) position steady in Q1 2026 at 3,500 shares worth $38.1K. The position accounts for 0.01% of the portfolio, ranked #146.

SRH Advisors first reported a position in PGX in Q4 2013 and has held it in 50 quarters since. The position peaked at $54K in Q2 2021. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

SRH Advisors held 3,500 shares of Invesco Preferred ETF worth $38.1K as of Q1 2026.
SRH Advisors left its Invesco Preferred ETF share count unchanged in Q1 2026.
Invesco Preferred ETF made up 0.01% of SRH Advisors's portfolio in Q1 2026, its #146 holding.
SRH Advisors first reported a position in Invesco Preferred ETF in Q4 2013 and has held it in 50 quarters since.
SRH Advisors's Invesco Preferred ETF position peaked at $54K in Q2 2021.
413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.