Thurston Springer Miller Herd & Titak’s Invesco Preferred ETF PGX Stock Holding History

Thurston Springer Miller Herd & Titak’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	$7.59K	Hold	700	–	–	﹤0.01%	901
2026 Q1	$7.62K	Hold	700	–	–	﹤0.01%	960
2025 Q4	$7.87K	Buy	+700	New	+$7.98K	﹤0.01%	1013
2025 Q3	–	Sell	-5,430	Closed	-$60.4K	–	1141
2025 Q2	$60.4K	Buy	5,430 +2,637	+94%	+$29.1K	0.01%	623
2025 Q1	$31.3K	Hold	2,793	–	–	0.01%	747
2024 Q4	$32.2K	Buy	2,793 +2,093	+299%	+$25.2K	0.01%	627
2024 Q3	$8.64K	Hold	700	–	–	﹤0.01%	1093
2024 Q2	$8.09K	Buy	+700	New	+$8.09K	﹤0.01%	1092

Other funds holding PGX

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

TLP

Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $472M AUM

Plimoth Trust Plymouth, Massachusetts $501M AUM 35.9% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's PGX Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak held its Invesco Preferred ETF (PGX) position steady in Q2 2026 at 700 shares worth $7.59K. The position accounts for ﹤0.01% of the portfolio, ranked #901.

Thurston Springer Miller Herd & Titak first reported a position in PGX in Q2 2024 and has held it in 8 quarters since. The position peaked at $60.4K in Q2 2025. 161 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Thurston Springer Miller Herd & Titak held 700 shares of Invesco Preferred ETF worth $7.59K as of Q2 2026.
Thurston Springer Miller Herd & Titak left its Invesco Preferred ETF share count unchanged in Q2 2026.
Invesco Preferred ETF made up ﹤0.01% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #901 holding.
Thurston Springer Miller Herd & Titak first reported a position in Invesco Preferred ETF in Q2 2024 and has held it in 8 quarters since.
Thurston Springer Miller Herd & Titak's Invesco Preferred ETF position peaked at $60.4K in Q2 2025.
161 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.