Tudor Financial’s Invesco Preferred ETF PGX Stock Holding History

Tudor Financial’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	$1.41M	Buy	129,505 +1,500	+1%	+$17K	0.72%	43
2025 Q4	$1.44M	Buy	128,005 +9,280	+8%	+$106K	0.74%	35
2025 Q3	$1.38M	Sell	118,725 -645	-0.5%	-$7.39K	0.73%	39
2025 Q2	$1.33M	Sell	119,370 -33,000	-22%	-$364K	0.75%	38
2025 Q1	$1.71M	Sell	152,370 -3,725	-2%	-$43.1K	1.03%	26
2024 Q4	$1.8M	Sell	156,095 -7,970	-5%	-$95.9K	1.05%	27
2024 Q3	$2.03M	Buy	+164,065	New	+$1.96M	1.25%	20

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Tudor Financial's PGX Position: Q1 2026 in Review

Tudor Financial increased its Invesco Preferred ETF (PGX) stake by 1.2% in Q1 2026, buying an estimated $17K and bringing the position to 129,505 shares worth $1.41M. The position accounts for 0.72% of the portfolio, ranked #43.

Tudor Financial first reported a position in PGX in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.03M in Q3 2024. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

Tudor Financial held 129,505 shares of Invesco Preferred ETF worth $1.41M as of Q1 2026.
Tudor Financial bought 1,500 Invesco Preferred ETF shares in Q1 2026, an estimated $17K.
Invesco Preferred ETF made up 0.72% of Tudor Financial's portfolio in Q1 2026, its #43 holding.
Tudor Financial first reported a position in Invesco Preferred ETF in Q3 2024 and has held it in 7 quarters since.
Tudor Financial's Invesco Preferred ETF position peaked at $2.03M in Q3 2024.
413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Tudor Financial's 13F filing for Q1 2026, filed 14 May 2026.