VT
PGX icon

Vise Technologies’s Invesco Preferred ETF PGX Stock Holding History

Vise Technologies’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 		$135K Buy
+12,485
New +$138K ﹤0.01% 1725

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CC
Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
LPL Financial
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

Vise Technologies's PGX Position: Q2 2026 in Review

Vise Technologies opened a new position in Invesco Preferred ETF (PGX) in Q2 2026: 12,485 shares worth $135K. The stake represents ﹤0.01% of the portfolio and ranks #1725 among its holdings.

407 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Vise Technologies held 12,485 shares of Invesco Preferred ETF worth $135K as of Q2 2026.
  • Invesco Preferred ETF was a new Vise Technologies position in Q2 2026.
  • Invesco Preferred ETF made up ﹤0.01% of Vise Technologies's portfolio in Q2 2026, its #1725 holding.
  • 407 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.