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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
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 – 421
2023
Q3 		$153K Buy
13,974
+3,098
+28% +$34.6K 0.08% 303
2023
Q2 		$124K Buy
+10,876
New +$123K 0.07% 298
2022
Q3 		– Sell
-14,078
Closed -$174K – 466
2022
Q2 		$174K Sell
14,078
-26,926
-66% -$339K 0.03% 367
2022
Q1 		$556K Sell
41,004
-2,773
-6% -$38.6K 0.05% 287
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
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
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

StoneX Group's PGX Position: Q1 2026 in Review

StoneX Group sold out of Invesco Preferred ETF (PGX) in Q1 2026, closing a stake of 13,823 shares — an estimated $155K sold.

StoneX Group first reported a position in PGX in Q3 2016 and held it in 16 quarters. The position peaked at $657K in Q4 2021. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

  • StoneX Group reported no remaining Invesco Preferred ETF position as of Q1 2026 after selling out during the quarter.
  • StoneX Group sold 13,823 Invesco Preferred ETF shares in Q1 2026, an estimated $155K.
  • StoneX Group first reported a position in Invesco Preferred ETF in Q3 2016 and held it in 16 quarters.
  • StoneX Group's Invesco Preferred ETF position peaked at $657K in Q4 2021.
  • 413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.