Tru Independence Asset Management 2’s Invesco Preferred ETF PGX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$165K Buy
+15,207
New +$168K 0.09% 95
2021
Q1
– Sell
-1,220
Closed -$19K – 328
2020
Q4
$19K Buy
+1,220
New +$18.3K 0.02% 259

Other funds holding PGX

Tru Independence Asset Management 2's PGX Position: Q2 2026 in Review

Tru Independence Asset Management 2 opened a new position in Invesco Preferred ETF (PGX) in Q2 2026: 15,207 shares worth $165K. The stake represents 0.09% of the portfolio and ranks #95 among its holdings. This is a return to the name: Tru Independence Asset Management 2 previously reported a position in PGX as recently as Q4 2020.

Tru Independence Asset Management 2 first reported a position in PGX in Q4 2020 and has held it in 2 quarters since. 410 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Tru Independence Asset Management 2 held 15,207 shares of Invesco Preferred ETF worth $165K as of Q2 2026.
  • Invesco Preferred ETF was a new Tru Independence Asset Management 2 position in Q2 2026.
  • Invesco Preferred ETF made up 0.09% of Tru Independence Asset Management 2's portfolio in Q2 2026, its #95 holding.
  • Tru Independence Asset Management 2 first reported a position in Invesco Preferred ETF in Q4 2020 and has held it in 2 quarters since.
  • 410 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q2 2026, filed 11 Aug 2026.