Waterloo Capital’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
Other funds holding PGX
BI
CC
SAMC
Waterloo Capital's PGX Position: Q2 2026 in Review
Waterloo Capital opened a new position in Invesco Preferred ETF (PGX) in Q2 2026: 83,634 shares worth $907K. The stake represents 0.05% of the portfolio and ranks #261 among its holdings. This is a return to the name: Waterloo Capital previously reported a position in PGX as recently as Q2 2023.
Waterloo Capital first reported a position in PGX in Q2 2023 and has held it in 2 quarters since. 410 funds tracked by Wall St. Rank hold PGX as of Q2 2026.
- Waterloo Capital held 83,634 shares of Invesco Preferred ETF worth $907K as of Q2 2026.
- Invesco Preferred ETF was a new Waterloo Capital position in Q2 2026.
- Invesco Preferred ETF made up 0.05% of Waterloo Capital's portfolio in Q2 2026, its #261 holding.
- Waterloo Capital first reported a position in Invesco Preferred ETF in Q2 2023 and has held it in 2 quarters since.
- 410 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.
Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.