Steward Partners Investment Advisory’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.45M | Buy |
224,902
+1,196
| +0.5% | +$13.5K | 0.01% | 782 |
|
|
2025
Q4 | $2.51M | Buy |
223,706
+31,730
| +17% | +$362K | 0.01% | 698 |
|
|
2025
Q3 | $2.23M | Buy |
191,976
+3,276
| +2% | +$37.5K | 0.01% | 739 |
|
|
2025
Q2 | $2.1M | Sell |
188,700
-333,610
| -64% | -$3.68M | 0.02% | 703 |
|
|
2025
Q1 | $5.86M | Buy |
522,310
+10,097
| +2% | +$117K | 0.05% | 350 |
|
|
2024
Q4 | $5.91M | Buy |
512,213
+119,702
| +30% | +$1.44M | 0.05% | 335 |
|
|
2024
Q3 | $4.85M | Buy |
392,511
+199,171
| +103% | +$2.38M | 0.04% | 369 |
|
|
2024
Q2 | $2.23M | Buy |
193,340
+3,317
| +2% | +$38.3K | 0.02% | 553 |
|
|
2024
Q1 | $2.26M | Sell |
190,023
-3,506
| -2% | -$41.3K | 0.02% | 544 |
|
|
2023
Q4 | $2.22M | Sell |
193,529
-17,373
| -8% | -$190K | 0.03% | 474 |
|
|
2023
Q3 | $2.31M | Buy |
210,902
+11,537
| +6% | +$129K | 0.04% | 437 |
|
|
2023
Q2 | $2.27M | Sell |
199,365
-4,814
| -2% | -$54.6K | 0.03% | 442 |
|
|
2023
Q1 | $2.34M | Buy |
204,179
+5,794
| +3% | +$69.5K | 0.04% | 426 |
|
|
2022
Q4 | $2.22M | Sell |
198,385
-17,044
| -8% | -$197K | 0.04% | 430 |
|
|
2022
Q3 | $2.56M | Sell |
215,429
-21,462
| -9% | -$270K | 0.05% | 363 |
|
|
2022
Q2 | $2.92M | Sell |
236,891
-1,805
| -0.8% | -$22.7K | 0.05% | 344 |
|
|
2022
Q1 | $3.24M | Sell |
238,696
-30,230
| -11% | -$421K | 0.05% | 355 |
|
|
2021
Q4 | $4.03M | Sell |
268,926
-1,352
| -0.5% | -$20.2K | 0.06% | 309 |
|
|
2021
Q3 | $4.06M | Sell |
270,278
-34,744
| -11% | -$527K | 0.07% | 288 |
|
|
2021
Q2 | $4.67M | Buy |
305,022
+55,182
| +22% | +$834K | 0.08% | 262 |
|
|
2021
Q1 | $3.75M | Buy |
249,840
+117,426
| +89% | +$1.75M | 0.07% | 304 |
|
|
2020
Q4 | $2.02M | Buy |
132,414
+29,271
| +28% | +$439K | 0.04% | 365 |
|
|
2020
Q3 | $1.52M | Buy |
103,143
+14,279
| +16% | +$209K | 0.04% | 375 |
|
|
2020
Q2 | $1.25M | Buy |
88,864
+601
| +0.7% | +$8.42K | 0.04% | 397 |
|
|
2020
Q1 | $1.16M | Buy |
88,263
+3,527
| +4% | +$50.7K | 0.04% | 354 |
|
|
2019
Q4 | $1.27M | Buy |
84,736
+1,790
| +2% | +$26.7K | 0.04% | 392 |
|
|
2019
Q3 | $1.25M | Sell |
82,946
-3,917
| -5% | -$58.3K | 0.04% | 361 |
|
|
2019
Q2 | $1.27M | Buy |
86,863
+8,749
| +11% | +$128K | 0.05% | 339 |
|
|
2019
Q1 | $1.13M | Buy |
78,114
+833
| +1% | +$11.8K | 0.05% | 332 |
|
|
2018
Q4 | $1.04M | Buy |
77,281
+10,884
| +16% | +$150K | 0.05% | 332 |
|
|
2018
Q3 | $951K | Buy |
66,397
+8,614
| +15% | +$125K | 0.05% | 355 |
|
|
2018
Q2 | $841K | Sell |
57,783
-7,972
| -12% | -$115K | 0.05% | 328 |
|
|
2018
Q1 | $960K | Buy |
65,755
+11,616
| +21% | +$169K | 0.07% | 273 |
|
|
2017
Q4 | $804K | Sell |
54,139
-97
| -0.2% | -$1.45K | 0.06% | 269 |
|
|
2017
Q3 | $815K | Buy |
54,236
+1,599
| +3% | +$24.1K | 0.08% | 214 |
|
|
2017
Q2 | $795K | Buy |
52,637
+51,787
| +6,093% | +$778K | 0.09% | 206 |
|
|
2017
Q1 | $12K | Hold |
850
| – | – | ﹤0.01% | 894 |
|
|
2016
Q4 | $12K | Buy |
+850
| New | +$12.4K | 0.01% | 532 |
|
Other funds holding PGX
BI
SAMC
Steward Partners Investment Advisory's PGX Position: Q1 2026 in Review
Steward Partners Investment Advisory increased its Invesco Preferred ETF (PGX) stake by 0.53% in Q1 2026, buying an estimated $13.5K and bringing the position to 224,902 shares worth $2.45M. The position accounts for 0.01% of the portfolio, ranked #782.
Steward Partners Investment Advisory first reported a position in PGX in Q4 2016 and has held it in 38 quarters since. The position peaked at $5.91M in Q4 2024. 414 funds tracked by Wall St. Rank hold PGX as of Q1 2026.
- Steward Partners Investment Advisory held 224,902 shares of Invesco Preferred ETF worth $2.45M as of Q1 2026.
- Steward Partners Investment Advisory bought 1,196 Invesco Preferred ETF shares in Q1 2026, an estimated $13.5K.
- Invesco Preferred ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #782 holding.
- Steward Partners Investment Advisory first reported a position in Invesco Preferred ETF in Q4 2016 and has held it in 38 quarters since.
- Steward Partners Investment Advisory's Invesco Preferred ETF position peaked at $5.91M in Q4 2024.
- 414 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.