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Tower Research Capital (TRC)’s Invesco Preferred ETF PGX Stock Holding History

Tower Research Capital (TRC)’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 		$3.17K Buy
+292
New +$3.22K ﹤0.01% 4570
2025
Q4 		– Sell
-2,759
Closed -$32K – 5478
2025
Q3 		$32K Buy
2,759
+742
+37% +$8.5K ﹤0.01% 2887
2025
Q2 		$22.4K Sell
2,017
-83
-4% -$915 ﹤0.01% 3616
2025
Q1 		$23.6K Sell
2,100
-1,840
-47% -$21.3K ﹤0.01% 2813
2024
Q4 		$45.4K Buy
3,940
+1,360
+53% +$16.4K ﹤0.01% 2618
2024
Q3 		$31.9K Sell
2,580
-6,860
-73% -$81.9K ﹤0.01% 2969
2024
Q2 		$109K Buy
9,440
+5,831
+162% +$67.4K ﹤0.01% 2522
2024
Q1 		$42.9K Sell
3,609
-4,240
-54% -$50K ﹤0.01% 2391
2023
Q4 		$90K Buy
7,849
+5,532
+239% +$60.4K ﹤0.01% 2728
2023
Q3 		$25.4K Buy
2,317
+318
+16% +$3.56K ﹤0.01% 3155
2023
Q2 		$22.7K Buy
1,999
+557
+39% +$6.32K ﹤0.01% 3274
2023
Q1 		$17K Buy
1,442
+992
+220% +$11.9K ﹤0.01% 3643
2022
Q4 		$5K Sell
450
-87
-16% -$1.01K ﹤0.01% 4895
2022
Q3 		$6K Sell
537
-894
-62% -$11.3K ﹤0.01% 5036
2022
Q2 		$18K Buy
1,431
+1,172
+453% +$14.7K ﹤0.01% 3907
2022
Q1 		$4K Sell
259
-2,946
-92% -$41K ﹤0.01% 5234
2021
Q4 		$48K Buy
3,205
+3,019
+1,623% +$45K ﹤0.01% 2792
2021
Q3 		$3K Hold
186
– – ﹤0.01% 5129
2021
Q2 		$3K Sell
186
-900
-83% -$13.6K ﹤0.01% 4944
2021
Q1 		$16K Buy
+1,086
New +$16.2K ﹤0.01% 4058
2020
Q4 		– Sell
-3,099
Closed -$46K – 5347
2020
Q3 		$46K Buy
+3,099
New +$45.5K ﹤0.01% 3573
2019
Q3 		– Sell
-2,319
Closed -$34K – 4419
2019
Q2 		$34K Buy
2,319
+2,220
+2,242% +$32.4K ﹤0.01% 1830
2019
Q1 		$1K Hold
99
– – ﹤0.01% 3601
2018
Q4 		$1K Buy
+99
New +$1.37K ﹤0.01% 3642
2014
Q3 		– Sell
-100
Closed -$1K – 4779
2014
Q2 		$1K Buy
+100
New +$1.44K ﹤0.01% 3731

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CC
Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
LPL Financial
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

Tower Research Capital (TRC)'s PGX Position: Q2 2026 in Review

Tower Research Capital (TRC) opened a new position in Invesco Preferred ETF (PGX) in Q2 2026: 292 shares worth $3.17K. The stake represents ﹤0.01% of the portfolio and ranks #4570 among its holdings. This is a return to the name: Tower Research Capital (TRC) previously reported a position in PGX as recently as Q3 2025.

Tower Research Capital (TRC) first reported a position in PGX in Q2 2014 and has held it in 25 quarters since. The position peaked at $109K in Q2 2024. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Tower Research Capital (TRC) held 292 shares of Invesco Preferred ETF worth $3.17K as of Q2 2026.
  • Invesco Preferred ETF was a new Tower Research Capital (TRC) position in Q2 2026.
  • Invesco Preferred ETF made up ﹤0.01% of Tower Research Capital (TRC)'s portfolio in Q2 2026, its #4570 holding.
  • Tower Research Capital (TRC) first reported a position in Invesco Preferred ETF in Q2 2014 and has held it in 25 quarters since.
  • Tower Research Capital (TRC)'s Invesco Preferred ETF position peaked at $109K in Q2 2024.
  • 408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q2 2026, filed 11 Aug 2026.