Waverly Advisors’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
Other funds holding PGX
BI
CC
SAMC
Waverly Advisors's PGX Position: Q2 2026 in Review
Waverly Advisors reduced its Invesco Preferred ETF (PGX) stake by 5% in Q2 2026, selling an estimated $55.4K and leaving 95,787 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #882.
Waverly Advisors first reported a position in PGX in Q1 2015 and has held it in 13 quarters since. The position peaked at $1.81M in Q3 2024. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.
- Waverly Advisors held 95,787 shares of Invesco Preferred ETF worth $1.04M as of Q2 2026.
- Waverly Advisors sold 5,017 Invesco Preferred ETF shares in Q2 2026, an estimated $55.4K.
- Invesco Preferred ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #882 holding.
- Waverly Advisors first reported a position in Invesco Preferred ETF in Q1 2015 and has held it in 13 quarters since.
- Waverly Advisors's Invesco Preferred ETF position peaked at $1.81M in Q3 2024.
- 408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.
Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.