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Trust Company of Vermont’s Invesco Preferred ETF PGX Stock Holding History

Trust Company of Vermont’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 		$3.14K Buy
+290
New +$3.2K ﹤0.01% 1054
2025
Q4 		$3.26K Buy
+290
New +$3.31K ﹤0.01% 996

Other funds holding PGX

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SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $69.6M AUM 1.92% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
SA
Stonebridge Advisors Wilton, Connecticut $83M AUM 1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
TLP
Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return
MWM
Manske Wealth Management Houston, Texas $403M AUM 27.32% 1-Year Est. Return

Trust Company of Vermont's PGX Position: Q2 2026 in Review

Trust Company of Vermont opened a new position in Invesco Preferred ETF (PGX) in Q2 2026: 290 shares worth $3.14K. The stake represents ﹤0.01% of the portfolio and ranks #1054 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in PGX as recently as Q4 2025.

Trust Company of Vermont first reported a position in PGX in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.26K in Q4 2025. 253 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Trust Company of Vermont held 290 shares of Invesco Preferred ETF worth $3.14K as of Q2 2026.
  • Invesco Preferred ETF was a new Trust Company of Vermont position in Q2 2026.
  • Invesco Preferred ETF made up ﹤0.01% of Trust Company of Vermont's portfolio in Q2 2026, its #1054 holding.
  • Trust Company of Vermont first reported a position in Invesco Preferred ETF in Q4 2025 and has held it in 2 quarters since.
  • Trust Company of Vermont's Invesco Preferred ETF position peaked at $3.26K in Q4 2025.
  • 253 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.