State Farm Mutual Automobile Insurance’s Invesco Preferred ETF PGX Stock Holding History

State Farm Mutual Automobile Insurance’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	$360K	Buy	33,050 +1,939	+6%	+$21.9K	﹤0.01%	113
2025 Q4	$350K	Hold	31,111	–	–	﹤0.01%	115
2025 Q3	$361K	Buy	+31,111	New	+$356K	﹤0.01%	115

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 $69.6M AUM 1.92% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance's PGX Position: Q1 2026 in Review

State Farm Mutual Automobile Insurance increased its Invesco Preferred ETF (PGX) stake by 6.2% in Q1 2026, buying an estimated $21.9K and bringing the position to 33,050 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #113.

State Farm Mutual Automobile Insurance first reported a position in PGX in Q3 2025 and has held it in 3 quarters since. The position peaked at $361K in Q3 2025. 415 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

State Farm Mutual Automobile Insurance held 33,050 shares of Invesco Preferred ETF worth $360K as of Q1 2026.
State Farm Mutual Automobile Insurance bought 1,939 Invesco Preferred ETF shares in Q1 2026, an estimated $21.9K.
Invesco Preferred ETF made up ﹤0.01% of State Farm Mutual Automobile Insurance's portfolio in Q1 2026, its #113 holding.
State Farm Mutual Automobile Insurance first reported a position in Invesco Preferred ETF in Q3 2025 and has held it in 3 quarters since.
State Farm Mutual Automobile Insurance's Invesco Preferred ETF position peaked at $361K in Q3 2025.
415 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on State Farm Mutual Automobile Insurance's 13F filing for Q1 2026, filed 13 May 2026.