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Triumph Capital Management’s Invesco Preferred ETF PGX Stock Holding History

Triumph Capital Management’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 		$13.2K Sell
1,219
-1,240
-50% -$13.7K ﹤0.01% 1078
2026
Q1 		$26.8K Hold
2,459
– – 0.01% 793
2025
Q4 		$27.6K Buy
+2,459
New +$28K 0.01% 772

Other funds holding PGX

CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $472M AUM
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $233M AUM 15.96% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Triumph Capital Management's PGX Position: Q2 2026 in Review

Triumph Capital Management reduced its Invesco Preferred ETF (PGX) stake by 50% in Q2 2026, selling an estimated $13.7K and leaving 1,219 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1078.

Triumph Capital Management first reported a position in PGX in Q4 2025 and has held it in 3 quarters since. The position peaked at $27.6K in Q4 2025. 108 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Triumph Capital Management held 1,219 shares of Invesco Preferred ETF worth $13.2K as of Q2 2026.
  • Triumph Capital Management sold 1,240 Invesco Preferred ETF shares in Q2 2026, an estimated $13.7K.
  • Invesco Preferred ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1078 holding.
  • Triumph Capital Management first reported a position in Invesco Preferred ETF in Q4 2025 and has held it in 3 quarters since.
  • Triumph Capital Management's Invesco Preferred ETF position peaked at $27.6K in Q4 2025.
  • 108 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.