StoneX Group’s Invesco Preferred ETF PGX Stock Holding History

StoneX Group’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	$282K	Buy	+25,997	New	+$287K	0.01%	858
2026 Q1	–	Sell	-13,823	Closed	-$155K	–	1173
2025 Q4	$155K	Buy	+13,823	New	+$158K	0.01%	893
2023 Q4	–	Sell	-13,974	Closed	-$153K	–	688
2023 Q3	$153K	Buy	13,974 +3,098	+28%	+$34.6K	0.02%	544
2023 Q2	$124K	Buy	+10,876	New	+$123K	0.01%	545
2022 Q3	–	Sell	-14,078	Closed	-$174K	–	682
2022 Q2	$174K	Sell	14,078 -26,926	-66%	-$339K	0.02%	560
2022 Q1	$556K	Sell	41,004 -2,773	-6%	-$38.6K	0.04%	329
2021 Q4	$657K	Buy	43,777 +1,149	+3%	+$17.1K	0.08%	251
2021 Q3	$641K	Buy	42,628 +1,399	+3%	+$21.2K	0.09%	214
2021 Q2	$632K	Buy	41,229 +5,460	+15%	+$82.6K	0.09%	216
2021 Q1	$537K	Buy	35,769 +2,744	+8%	+$40.8K	0.1%	206
2020 Q4	$504K	Buy	33,025 +7,166	+28%	+$108K	0.11%	188
2020 Q3	$381K	Buy	25,859 +8,043	+45%	+$118K	0.12%	199
2020 Q2	$252K	Sell	17,816 -821	-4%	-$11.5K	0.1%	237
2020 Q1	$245K	Buy	18,637 +112	+0.6%	+$1.61K	0.13%	201
2019 Q4	$278K	Buy	18,525 +2,440	+15%	+$36.4K	0.11%	225
2019 Q3	$242K	Buy	+16,085	New	+$239K	0.15%	204
2016 Q4	–	Sell	-22,781	Closed	-$345K	–	84
2016 Q3	$345K	Buy	+22,781	New	+$348K	0.77%	53

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

StoneX Group's PGX Position: Q2 2026 in Review

StoneX Group opened a new position in Invesco Preferred ETF (PGX) in Q2 2026: 25,997 shares worth $282K. The stake represents 0.01% of the portfolio and ranks #858 among its holdings. This is a return to the name: StoneX Group previously reported a position in PGX as recently as Q4 2025.

StoneX Group first reported a position in PGX in Q3 2016 and has held it in 17 quarters since. The position peaked at $657K in Q4 2021. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

StoneX Group held 25,997 shares of Invesco Preferred ETF worth $282K as of Q2 2026.
Invesco Preferred ETF was a new StoneX Group position in Q2 2026.
Invesco Preferred ETF made up 0.01% of StoneX Group's portfolio in Q2 2026, its #858 holding.
StoneX Group first reported a position in Invesco Preferred ETF in Q3 2016 and has held it in 17 quarters since.
StoneX Group's Invesco Preferred ETF position peaked at $657K in Q4 2021.
408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.