Winthrop Capital Management’s Invesco Preferred ETF PGX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$23K Buy
2,119
+31
+1% +$342 0.01% 208
2026
Q1
$23K Buy
2,088
+32
+2% +$362 0.01% 210
2025
Q4
$23K Buy
2,056
+32
+2% +$365 0.01% 213
2025
Q3
$23K Buy
2,024
+29
+1% +$332 0.01% 194
2025
Q2
$22K Buy
1,995
+29
+1% +$320 0.01% 206
2025
Q1
$22K Buy
1,966
+28
+1% +$324 0.01% 187
2024
Q4
$22K Buy
+1,938
New +$23.3K 0.01% 195
2024
Q1
Sell
-2,471
Closed -$28.3K 254
2023
Q4
$28.3K Buy
+2,471
New +$27K 0.01% 181

Other funds holding PGX

Winthrop Capital Management's PGX Position: Q2 2026 in Review

Winthrop Capital Management increased its Invesco Preferred ETF (PGX) stake by 1.5% in Q2 2026, buying an estimated $342 and bringing the position to 2,119 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #208.

Winthrop Capital Management first reported a position in PGX in Q4 2023 and has held it in 8 quarters since. The position peaked at $28.3K in Q4 2023. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Winthrop Capital Management held 2,119 shares of Invesco Preferred ETF worth $23K as of Q2 2026.
  • Winthrop Capital Management bought 31 Invesco Preferred ETF shares in Q2 2026, an estimated $342.
  • Invesco Preferred ETF made up 0.01% of Winthrop Capital Management's portfolio in Q2 2026, its #208 holding.
  • Winthrop Capital Management first reported a position in Invesco Preferred ETF in Q4 2023 and has held it in 8 quarters since.
  • Winthrop Capital Management's Invesco Preferred ETF position peaked at $28.3K in Q4 2023.
  • 408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.