VestGen 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
$447K Sell
41,200
-6,462
-14% -$71.3K 0.01% 714
2026
Q1
$531K Buy
47,662
+9,800
+26% +$111K 0.01% 648
2025
Q4
$426K Sell
37,862
-18,665
-33% -$213K 0.02% 515
2025
Q3
$656K Buy
56,527
+40,862
+261% +$468K 0.02% 433
2025
Q2
$174K Sell
15,665
-8,758
-36% -$96.5K 0.01% 572
2025
Q1
$274K Buy
+24,423
New +$283K 0.01% 479

Other funds holding PGX

VestGen Advisors's PGX Position: Q2 2026 in Review

VestGen Advisors reduced its Invesco Preferred ETF (PGX) stake by 14% in Q2 2026, selling an estimated $71.3K and leaving 41,200 shares worth $447K. The position accounts for 0.01% of the portfolio, ranked #714.

VestGen Advisors first reported a position in PGX in Q1 2025 and has held it in 6 quarters since. The position peaked at $656K in Q3 2025. 407 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • VestGen Advisors held 41,200 shares of Invesco Preferred ETF worth $447K as of Q2 2026.
  • VestGen Advisors sold 6,462 Invesco Preferred ETF shares in Q2 2026, an estimated $71.3K.
  • Invesco Preferred ETF made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #714 holding.
  • VestGen Advisors first reported a position in Invesco Preferred ETF in Q1 2025 and has held it in 6 quarters since.
  • VestGen Advisors's Invesco Preferred ETF position peaked at $656K in Q3 2025.
  • 407 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.