PGX

Invesco Preferred Etf

Latest period2026 - Q2Total superinvestors125

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 125 superinvestors own shares of Invesco Preferred Etf (PGX), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Invesco Preferred Etf (PGX), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Invesco Preferred Etf (PGX) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Invesco Preferred Etf (PGX) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Nancy Oliver@Cary Street Partners Financial Llc
Recent Activity
Decreased -8.34%
0.23%
$10.109M
932,608 shares@ 10.85 avg price
John P. Wilkinson III@Trinity Legacy Partners, Llc
Recent Activity
Increased 12.83%
1.81%
$9.028M
830,570 shares@ 10.88 avg price
DAVID M RAGLAND@Investors Research Corp
Recent Activity
Increased 5.33%
1.19%
$6.602M
609,077 shares@ 10.85 avg price
Natasha-Christina Akda@Cordoba Advisory Partners Llc
Recent Activity
Increased 1.46%
1.07%
$5.047M
465,571 shares@ 10.85 avg price
Charles Radlauer@Sound Income Strategies, Llc
Recent Activity
Decreased -1.77%
0.22%
$4.807M
443,454 shares@ 10.85 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Decreased -5.14%
0.01%
$3.865M
356,176 shares@ 10.85 avg price
Matt Conway@Charles Schwab Trust Co
Recent Activity
Decreased -0.04%
0.19%
$3.328M
307,033 shares@ 10.85 avg price
Lianna Figueroa@First Hawaiian Bank
Recent Activity
Increased 1.9%
0.39%
$3.017M
278,337 shares@ 10.84 avg price
Lori Alberts@Brighton Securities Corp.
Recent Activity
Increased 4.99%
0.83%
$1.91M
176,237 shares@ 10.85 avg price
Phil Mead@First Premier Bank
Recent Activity
Decreased -3.02%
0.3%
$1.833M
169,049 shares@ 10.85 avg price

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