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World Investment Advisors’s Invesco Preferred ETF PGX Stock Holding History

World Investment Advisors’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 		$1.96M Sell
180,336
-13,111
-7% -$145K 0.03% 484
2026
Q1 		$2.1M Sell
193,447
-7,250
-4% -$81.9K 0.03% 467
2025
Q4 		$2.26M Buy
200,697
+8,570
+4% +$97.7K 0.04% 436
2025
Q3 		$2.23M Sell
192,127
-4,946
-3% -$56.7K 0.05% 379
2025
Q2 		$2.19M Sell
197,073
-13,537
-6% -$149K 0.05% 360
2025
Q1 		$2.36M Buy
210,610
+53
+0% +$613 0.06% 324
2024
Q4 		$2.43M Sell
210,557
-3,545
-2% -$42.6K 0.07% 300
2024
Q3 		$2.64M Sell
214,102
-434
-0.2% -$5.18K 0.08% 258
2024
Q2 		$2.48M Buy
+214,536
New +$2.48M 0.15% 143
2021
Q2 		– Sell
-18,112
Closed -$270K – 256
2021
Q1 		$270K Buy
18,112
+283
+2% +$4.21K 0.07% 184
2020
Q4 		$265K Buy
17,829
+318
+2% +$4.77K 0.07% 182
2020
Q3 		$258K Buy
17,511
+1,061
+6% +$15.6K 0.09% 135
2020
Q2 		$243K Sell
16,450
-531
-3% -$7.44K 0.09% 136
2020
Q1 		$223K Buy
16,981
+531
+3% +$7.64K 0.1% 118
2019
Q4 		$247K Hold
16,450
– – 0.1% 130
2019
Q3 		$247K Hold
16,450
– – 0.11% 118
2019
Q2 		$245K Buy
16,450
+3,244
+25% +$47.3K 0.11% 111
2019
Q1 		$191K Sell
13,206
-698
-5% -$9.93K 0.09% 117
2018
Q4 		$199K Buy
+13,904
New +$192K 0.09% 146

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CC
Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $69.6M AUM 1.92% 1-Year Est. Return

World Investment Advisors's PGX Position: Q2 2026 in Review

World Investment Advisors reduced its Invesco Preferred ETF (PGX) stake by 6.8% in Q2 2026, selling an estimated $145K and leaving 180,336 shares worth $1.96M. The position accounts for 0.03% of the portfolio, ranked #484.

World Investment Advisors first reported a position in PGX in Q4 2018 and has held it in 19 quarters since. The position peaked at $2.64M in Q3 2024. 407 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • World Investment Advisors held 180,336 shares of Invesco Preferred ETF worth $1.96M as of Q2 2026.
  • World Investment Advisors sold 13,111 Invesco Preferred ETF shares in Q2 2026, an estimated $145K.
  • Invesco Preferred ETF made up 0.03% of World Investment Advisors's portfolio in Q2 2026, its #484 holding.
  • World Investment Advisors first reported a position in Invesco Preferred ETF in Q4 2018 and has held it in 19 quarters since.
  • World Investment Advisors's Invesco Preferred ETF position peaked at $2.64M in Q3 2024.
  • 407 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.