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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

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

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. 409 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.
  • 409 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.