Trask Adam Roland’s Invesco Preferred ETF PGX Stock Holding History

Trask Adam Roland’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	$698K	Buy	+64,188	New	+$726K	0.66%	43

Other funds holding PGX

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

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $69.6M AUM 1.92% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Trask Adam Roland's PGX Position: Q1 2026 in Review

Trask Adam Roland opened a new position in Invesco Preferred ETF (PGX) in Q1 2026: 64,188 shares worth $698K. The stake represents 0.66% of the portfolio and ranks #43 among its holdings.

415 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

Trask Adam Roland held 64,188 shares of Invesco Preferred ETF worth $698K as of Q1 2026.
Invesco Preferred ETF was a new Trask Adam Roland position in Q1 2026.
Invesco Preferred ETF made up 0.66% of Trask Adam Roland's portfolio in Q1 2026, its #43 holding.
415 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Trask Adam Roland's 13F filing for Q1 2026, filed 15 May 2026.