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 Q2	$1.5M	Buy	138,765 +9,260	+7%	+$102K	0.68%	41
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 $1.55T AUM 33.47% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Tudor Financial's PGX Position: Q2 2026 in Review

Tudor Financial increased its Invesco Preferred ETF (PGX) stake by 7.2% in Q2 2026, buying an estimated $102K and bringing the position to 138,765 shares worth $1.5M. The position accounts for 0.68% of the portfolio, ranked #41.

Tudor Financial first reported a position in PGX in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.03M in Q3 2024. 409 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Tudor Financial held 138,765 shares of Invesco Preferred ETF worth $1.5M as of Q2 2026.
Tudor Financial bought 9,260 Invesco Preferred ETF shares in Q2 2026, an estimated $102K.
Invesco Preferred ETF made up 0.68% of Tudor Financial's portfolio in Q2 2026, its #41 holding.
Tudor Financial first reported a position in Invesco Preferred ETF in Q3 2024 and has held it in 8 quarters since.
Tudor Financial's Invesco Preferred ETF position peaked at $2.03M in Q3 2024.
409 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Tudor Financial's 13F filing for Q2 2026, filed 6 Aug 2026.