INVESCO PREFERRED ETF PGX
$10.88
0.0% 52w: $10.39 – $11.29
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data10.3910.8411.29
Jun 20, 2025 Jul 2, 2026
Institutional holders
415
-9 QoQ
13F value
$2.09B
-3.9% QoQ
Smart-money holders
9
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
puts only
— calls / $219K puts
Institutional value by quarter
Number of holders
Who owns PGX?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 81.1M | $882.7M | 0.1% | +3.4% |
| WELLS FARGO & COMPANY/MN | Bank broker | 15.1M | $164.6M | 0.0% | -1.6% |
| Bramshill Investments, LLC | Wealth advisor | 10.3M | $111.8M | 9.6% | +40.4% |
| UBS Group AG | Bank broker | 9.3M | $100.7M | 0.0% | +73.2% |
| MORGAN STANLEY | Bank broker | 6.3M | $69.1M | 0.0% | -12.7% |
| LPL Financial LLC | Bank broker | 5.3M | $57.8M | 0.0% | -7.2% |
| AMERIPRISE FINANCIAL INC | Bank broker | 4.1M | $45.2M | 0.0% | -0.2% |
| JPMORGAN CHASE & CO | Bank broker | 4.1M | $44.2M | 0.0% | -23.5% |
| Spectrum Asset Management, Inc. | Wealth advisor | 3.9M | $42.5M | 84.8% | -27.4% |
| BESSEMER GROUP INC | Diversified mechanical | 3.5M | $37.9M | 0.1% | 0.0% |
| Allworth Financial LP | Wealth advisor | 3.4M | $36.6M | 0.1% | +5.4% |
| ROYAL BANK OF CANADA | Bank broker | 3.0M | $32.2M | 0.0% | -20.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 2.7M | $29.8M | 0.0% | +1.0% |
| Clearstead Advisors, LLC | Wealth advisor | 1.7M | $18.5M | 0.2% | +0.9% |
| Checchi Capital Advisers, LLC | Wealth advisor | 1.4M | $15.1M | 1.0% | +3.3% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 1.2M | $13.4M | 0.0% | +501.9% |
| STONEBRIDGE ADVISORS LLC ★2 | Fundamental diversified | 1.2M | $13.3M | 15.7% | +54.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.1M | $12.3M | 0.0% | -8.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.1M | $12.3M | 0.0% | -16.6% |
| CARY STREET PARTNERS FINANCIAL LLC | Wealth advisor | 1.0M | $11.1M | 0.3% | -4.5% |
| Private Advisor Group, LLC | Wealth advisor | 954.7K | $10.4M | 0.0% | +0.2% |
| MAI Capital Management | Wealth advisor | 938.9K | $10.2M | 0.1% | +2.1% |
| Trinity Legacy Partners, LLC | Other | 736.1K | $8.3M | 1.8% | +2.5% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 751.3K | $8.2M | 0.0% | -0.9% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 692.2K | $7.5M | 0.0% | -8.0% |
| Prairiewood Capital, LLC | Wealth advisor | 680.4K | $7.4M | 2.1% | +3.8% |
| BANK OF MONTREAL /CAN/ | Bank broker | 672.7K | $7.3M | 0.0% | -13.3% |
| Manske Wealth Management | Other | 664.4K | $7.2M | 2.0% | +12.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 663.2K | $7.2M | 0.0% | +9.8% |
| Investors Research Corp | Wealth advisor | 578.3K | $6.3M | 1.2% | +7.0% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 540.0K | $5.9M | 0.0% | -4.3% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 537.4K | $5.8M | 0.0% | +3.4% |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | Wealth advisor | 530.1K | $5.8M | 1.2% | -12.0% |
| Creative Planning | Wealth advisor | 523.3K | $5.7M | 0.0% | +1.2% |
| Janney Montgomery Scott LLC | Diversified mechanical | 494.4K | $5.4M | 0.0% | -8.5% |
| McAdam, LLC | Wealth advisor | 480.1K | $5.2M | 0.2% | +2.0% |
| Cordoba Advisory Partners LLC | Wealth advisor | 458.9K | $5.0M | 1.4% | +56.7% |
| Sound Income Strategies, LLC | Diversified mechanical | 451.5K | $5.0M | 0.2% | -2.6% |
| PLIMOTH TRUST CO LLC | Other | 440.4K | $4.8M | 1.1% | +0.1% |
| CITADEL ADVISORS LLC | Multistrat pod | 435.5K | $4.7M | 0.0% | New |
| Integrated Wealth Concepts LLC | Wealth advisor | 413.5K | $4.5M | 0.0% | +8.5% |
| NOESIS CAPITAL MANGEMENT CORP ★2 | Fundamental diversified | 405.5K | $4.4M | 0.7% | -0.4% |
| Field & Main Bank | Other | 393.0K | $4.3M | 1.2% | -0.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 375.5K | $4.1M | 0.0% | -15.3% |
| Modern Wealth Management, LLC | Wealth advisor | 25.3K | $4.0M | 0.1% | -1.5% |
| Focus Partners Wealth | Wealth advisor | 364.0K | $4.0M | 0.0% | -5.5% |
| Cetera Investment Advisers | Wealth advisor | 362.7K | $3.9M | 0.0% | -5.3% |
| Compass Financial Group, Inc. (Ohio) | Wealth advisor | 357.8K | $3.9M | 2.8% | +6.8% |
| BLAIR WILLIAM & CO/IL | Diversified mechanical | 354.2K | $3.9M | 0.0% | +1.5% |
| Banque Transatlantique SA | Other | 326.2K | $3.5M | 0.1% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.