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Strategic Advocates’s Invesco Preferred ETF PGX Stock Holding History

Strategic Advocates’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
-1,275
Closed -$14.3K – 507
2025
Q4 		$14.3K Hold
1,275
– – ﹤0.01% 325
2025
Q3 		$14.8K Buy
+1,275
New +$14.6K ﹤0.01% 323
2024
Q2 		– Sell
-17,180
Closed -$204K – 135
2024
Q1 		$204K Sell
17,180
-13,475
-44% -$159K 0.08% 121
2023
Q4 		$352K Sell
30,655
-16,407
-35% -$179K 0.15% 101
2023
Q3 		$515K Buy
+47,062
New +$526K 0.24% 74

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

Strategic Advocates's PGX Position: Q1 2026 in Review

Strategic Advocates sold out of Invesco Preferred ETF (PGX) in Q1 2026, closing a stake of 1,275 shares — an estimated $14.3K sold.

Strategic Advocates first reported a position in PGX in Q3 2023 and held it in 5 quarters. The position peaked at $515K in Q3 2023. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

  • Strategic Advocates reported no remaining Invesco Preferred ETF position as of Q1 2026 after selling out during the quarter.
  • Strategic Advocates sold 1,275 Invesco Preferred ETF shares in Q1 2026, an estimated $14.3K.
  • Strategic Advocates first reported a position in Invesco Preferred ETF in Q3 2023 and held it in 5 quarters.
  • Strategic Advocates's Invesco Preferred ETF position peaked at $515K in Q3 2023.
  • 413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.