INVESCO PREFERRED ETF (PGX) Institutional Ownership and Insiders Activity
INVESCO PREFERRED ETF (PGX) is widely held by institutional investors, with 1 tracked firm reporting positions valued at approximately $492,640 based on SEC Form 13F filings for the quarter ended June 30, 2026.
Sequoia Financial Advisors is the largest disclosed holder, reporting approximately $492,640 in PGX holdings in its latest filing.
Institutional ownership among tracked investors remains highly concentrated, with Sequoia Financial Advisors representing the majority of disclosed value.
Institutional Holders
1
Total Reported Value
$492,640
Largest Holder
Sequoia Financial Advisors
Largest Position
$492,640
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
0
Funds Exiting Positions
0
Top Institutional Owners
View all- Sequoia Financial Advisors$492,640
pgx News
All news- Stonebridge Advisors LLC Investment Activity in Q2 2026
Aug 7, 2026 · valut.ai
- Spectrum Asset Management Q3 2026 Portfolio Changes: Major Increases in INVESCO ETFs
Aug 7, 2026 · valut.ai
Related PGX Institutional Insights:
- PGX Institutional Ownership & Insiders Activity
- PGX Institutional Ownership & 13F Activity
- PGX Top Institutional Shareholders
- PGX Institutional Buying Activity
- PGX Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- PGX Insider Trading & SEC Form 4 Activity
- PGX Articles
- Top Institutional Investor Stock Rankings