Waverly Advisors’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
Other funds holding PGX
BI
SAMC
Waverly Advisors's PGX Position: Q1 2026 in Review
Waverly Advisors reduced its Invesco Preferred ETF (PGX) stake by 5.2% in Q1 2026, selling an estimated $63K and leaving 100,804 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #802.
Waverly Advisors first reported a position in PGX in Q1 2015 and has held it in 12 quarters since. The position peaked at $1.81M in Q3 2024. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.
- Waverly Advisors held 100,804 shares of Invesco Preferred ETF worth $1.1M as of Q1 2026.
- Waverly Advisors sold 5,574 Invesco Preferred ETF shares in Q1 2026, an estimated $63K.
- Invesco Preferred ETF made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #802 holding.
- Waverly Advisors first reported a position in Invesco Preferred ETF in Q1 2015 and has held it in 12 quarters since.
- Waverly Advisors's Invesco Preferred ETF position peaked at $1.81M in Q3 2024.
- 413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.
Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.