United Capital Financial Advisors’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 | $115K | Buy |
10,615
+6
| +0.1% | +$66 | ﹤0.01% | 1584 |
|
|
2026
Q1 | $115K | Buy |
10,609
+9
| +0.1% | +$102 | ﹤0.01% | 1592 |
|
|
2025
Q4 | $119K | Buy |
10,600
+32
| +0.3% | +$365 | ﹤0.01% | 1347 |
|
|
2025
Q3 | $123K | Sell |
10,568
-292
| -3% | -$3.35K | ﹤0.01% | 1186 |
|
|
2025
Q2 | $121K | Sell |
10,860
-538
| -5% | -$5.93K | ﹤0.01% | 1076 |
|
|
2025
Q1 | $128K | Sell |
11,398
-406
| -3% | -$4.7K | ﹤0.01% | 1038 |
|
|
2024
Q4 | $136K | Buy |
11,804
+8
| +0.1% | +$96 | ﹤0.01% | 1036 |
|
|
2024
Q3 | $146K | Sell |
11,796
-279
| -2% | -$3.33K | ﹤0.01% | 1025 |
|
|
2024
Q2 | $139K | Buy |
12,075
+293
| +2% | +$3.39K | ﹤0.01% | 994 |
|
|
2024
Q1 | $140K | Buy |
+11,782
| New | +$139K | ﹤0.01% | 1041 |
|
|
2023
Q4 | – | Sell |
-18,914
| Closed | -$207K | – | 1109 |
|
|
2023
Q3 | $207K | Buy |
18,914
+2,254
| +14% | +$25.2K | ﹤0.01% | 795 |
|
|
2023
Q2 | $189K | Buy |
16,660
+5,016
| +43% | +$56.9K | ﹤0.01% | 861 |
|
|
2023
Q1 | $134K | Sell |
11,644
-5,422
| -32% | -$65.1K | ﹤0.01% | 942 |
|
|
2022
Q4 | $191K | Buy |
17,066
+1,608
| +10% | +$18.6K | ﹤0.01% | 995 |
|
|
2022
Q3 | $184K | Buy |
15,458
+671
| +5% | +$8.45K | ﹤0.01% | 1031 |
|
|
2022
Q2 | $182K | Sell |
14,787
-14,160
| -49% | -$178K | ﹤0.01% | 1067 |
|
|
2022
Q1 | $393K | Sell |
28,947
-13,341
| -32% | -$186K | ﹤0.01% | 911 |
|
|
2021
Q4 | $634K | Sell |
42,288
-9,881
| -19% | -$147K | ﹤0.01% | 797 |
|
|
2021
Q3 | $784K | Buy |
52,169
+5,373
| +11% | +$81.6K | ﹤0.01% | 736 |
|
|
2021
Q2 | $717K | Buy |
46,796
+1,413
| +3% | +$21.4K | ﹤0.01% | 780 |
|
|
2021
Q1 | $681K | Sell |
45,383
-10,123
| -18% | -$151K | ﹤0.01% | 762 |
|
|
2020
Q4 | $847K | Sell |
55,506
-26,387
| -32% | -$396K | 0.01% | 720 |
|
|
2020
Q3 | $1.21M | Sell |
81,893
-178,659
| -69% | -$2.62M | 0.01% | 607 |
|
|
2020
Q2 | $3.68M | Sell |
260,552
-32,725
| -11% | -$459K | 0.03% | 412 |
|
|
2020
Q1 | $3.86M | Buy |
293,277
+129,520
| +79% | +$1.86M | 0.03% | 380 |
|
|
2019
Q4 | $2.46M | Buy |
163,757
+742
| +0.5% | +$11.1K | 0.02% | 562 |
|
|
2019
Q3 | $2.45M | Buy |
163,015
+7,170
| +5% | +$107K | 0.02% | 549 |
|
|
2019
Q2 | $2.28M | Buy |
155,845
+31,834
| +26% | +$465K | 0.01% | 586 |
|
|
2019
Q1 | $1.8M | Buy |
124,011
+25,308
| +26% | +$360K | 0.01% | 616 |
|
|
2018
Q4 | $1.33M | Sell |
98,703
-38
| -0% | -$524 | 0.01% | 645 |
|
|
2018
Q3 | $1.41M | Buy |
98,741
+12,886
| +15% | +$187K | 0.01% | 682 |
|
|
2018
Q2 | $1.25M | Sell |
85,855
-346
| -0.4% | -$5.01K | 0.01% | 708 |
|
|
2018
Q1 | $1.26M | Buy |
86,201
+3,255
| +4% | +$47.4K | 0.01% | 717 |
|
|
2017
Q4 | $1.23M | Buy |
82,946
+1,839
| +2% | +$27.5K | 0.01% | 731 |
|
|
2017
Q3 | $1.22M | Sell |
81,107
-2,044
| -2% | -$30.8K | 0.01% | 718 |
|
|
2017
Q2 | $1.26M | Buy |
83,151
+7,509
| +10% | +$113K | 0.01% | 703 |
|
|
2017
Q1 | $1.12M | Sell |
75,642
-18,335
| -20% | -$268K | 0.01% | 711 |
|
|
2016
Q4 | $1.34M | Sell |
93,977
-104,100
| -53% | -$1.52M | 0.01% | 661 |
|
|
2016
Q3 | $3M | Sell |
198,077
-31,824
| -14% | -$487K | 0.03% | 485 |
|
|
2016
Q2 | $3.45M | Sell |
229,901
-67,801
| -23% | -$1.02M | 0.04% | 441 |
|
|
2016
Q1 | $4.44M | Sell |
297,702
-20,948
| -7% | -$308K | 0.05% | 358 |
|
|
2015
Q4 | $4.76M | Buy |
318,650
+131,111
| +70% | +$1.94M | 0.05% | 337 |
|
|
2015
Q3 | $2.73M | Buy |
187,539
+98,534
| +111% | +$1.44M | 0.03% | 462 |
|
|
2015
Q2 | $1.29M | Buy |
89,005
+73,762
| +484% | +$1.09M | 0.02% | 682 |
|
|
2015
Q1 | $226K | Buy |
+15,243
| New | +$226K | ﹤0.01% | 1148 |
|
Other funds holding PGX
BI
CC
SAMC
United Capital Financial Advisors's PGX Position: Q2 2026 in Review
United Capital Financial Advisors increased its Invesco Preferred ETF (PGX) stake by 0.06% in Q2 2026, buying an estimated $66 and bringing the position to 10,615 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #1584.
United Capital Financial Advisors first reported a position in PGX in Q1 2015 and has held it in 45 quarters since. The position peaked at $4.76M in Q4 2015. 407 funds tracked by Wall St. Rank hold PGX as of Q2 2026.
- United Capital Financial Advisors held 10,615 shares of Invesco Preferred ETF worth $115K as of Q2 2026.
- United Capital Financial Advisors bought 6 Invesco Preferred ETF shares in Q2 2026, an estimated $66.
- Invesco Preferred ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1584 holding.
- United Capital Financial Advisors first reported a position in Invesco Preferred ETF in Q1 2015 and has held it in 45 quarters since.
- United Capital Financial Advisors's Invesco Preferred ETF position peaked at $4.76M in Q4 2015.
- 407 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.