William Mack & Associates’s Invesco Preferred ETF PGX Stock Holding History

William Mack & Associates’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 Q3	$5.54K	Buy	+550	New	+$5.84K	﹤0.01%	453

Other funds holding PGX

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Stonebridge Advisors Wilton, Connecticut $121M AUM 12.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Spectrum Asset Management (Connecticut) Stamford, Connecticut $75.9M AUM 11.16% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Checchi Capital Advisers Beverly Hills, California $2.07B AUM 16.25% 1-Year Est. Return

William Mack & Associates's PGX Position: Q3 2026 in Review

William Mack & Associates opened a new position in Invesco Preferred ETF (PGX) in Q3 2026: 550 shares worth $5.54K. The stake represents ﹤0.01% of the portfolio and ranks #453 among its holdings.

336 funds tracked by Wall St. Rank hold PGX as of Q3 2026.

William Mack & Associates held 550 shares of Invesco Preferred ETF worth $5.54K as of Q3 2026.
Invesco Preferred ETF was a new William Mack & Associates position in Q3 2026.
Invesco Preferred ETF made up ﹤0.01% of William Mack & Associates's portfolio in Q3 2026, its #453 holding.
336 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2026.

Based on William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.