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Wilmington Savings Fund Society’s Invesco Preferred ETF PGX Stock Holding History

Wilmington Savings Fund Society’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 		$27.4K Hold
2,525
– – ﹤0.01% 1008
2026
Q1 		$27.5K Hold
2,525
– – ﹤0.01% 1002
2025
Q4 		$28.4K Hold
2,525
– – ﹤0.01% 999
2025
Q3 		$29.3K Hold
2,525
– – ﹤0.01% 999
2025
Q2 		$28.1K Hold
2,525
– – ﹤0.01% 1376
2025
Q1 		$28.3K Hold
2,525
– – ﹤0.01% 1380
2024
Q4 		$29.1K Hold
2,525
– – ﹤0.01% 1395
2024
Q3 		$31.2K Buy
+2,525
New +$30.1K ﹤0.01% 1351

Other funds holding PGX

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
TLP
Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BT
Banque Transatlantique Paris, France $4.66B AUM 33.26% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $472M AUM

Wilmington Savings Fund Society's PGX Position: Q2 2026 in Review

Wilmington Savings Fund Society held its Invesco Preferred ETF (PGX) position steady in Q2 2026 at 2,525 shares worth $27.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1008.

Wilmington Savings Fund Society first reported a position in PGX in Q3 2024 and has held it in 8 quarters since. The position peaked at $31.2K in Q3 2024. 187 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Wilmington Savings Fund Society held 2,525 shares of Invesco Preferred ETF worth $27.4K as of Q2 2026.
  • Wilmington Savings Fund Society left its Invesco Preferred ETF share count unchanged in Q2 2026.
  • Invesco Preferred ETF made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #1008 holding.
  • Wilmington Savings Fund Society first reported a position in Invesco Preferred ETF in Q3 2024 and has held it in 8 quarters since.
  • Wilmington Savings Fund Society's Invesco Preferred ETF position peaked at $31.2K in Q3 2024.
  • 187 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.