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BOLTON SECURITIES CORPORATION’s Invesco Preferred ETF PGX Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q1 		$1.32K Buy
+121
New +$1.37K ﹤0.01% 1928
2025
Q3 		$6.07K Buy
+523
New +$5.99K ﹤0.01% 1661
2025
Q1 		$16.3K Buy
+1,452
New +$16.8K ﹤0.01% 1330

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bramshill Investments
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Spectrum Asset Management (Connecticut)
Spectrum Asset Management (Connecticut) Stamford, Connecticut $75.9M AUM 11.16% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's PGX Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Invesco Preferred ETF (PGX) in Q1 2026: 121 shares worth $1.32K. The stake represents ﹤0.01% of the portfolio and ranks #1928 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in PGX as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in PGX in Q1 2025 and has held it in 3 quarters since. The position peaked at $16.3K in Q1 2025. 420 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 121 shares of Invesco Preferred ETF worth $1.32K as of Q1 2026.
  • Invesco Preferred ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Invesco Preferred ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1928 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Invesco Preferred ETF in Q1 2025 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's Invesco Preferred ETF position peaked at $16.3K in Q1 2025.
  • 420 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.