§ EQUITY
USDPGX
INVESCO PREFERRED ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
168 increased/new, 142 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Bank of America Corp | 81.1M | 0.1% | +3% |
| Wells Fargo & Company | 15.1M | n/a | −2% |
| Bramshill Investments, LLC | 10.3M | 9.6% | +40% |
| UBS Group AG | 9.3M | 0.0% | +73% |
| Morgan Stanley | 6.3M | 0.0% | n/a |
| LPL Financial LLC | 5.3M | 0.0% | −7% |
◇ AC INTELLIGENCE
Top institutional owners for PGX as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
DEALER / BANK64.0% · 38 holders
OTHER33.2% · 369 holders
QUALITY / COMPOUNDER2.3% · 4 holders
TACTICAL / MACRO0.2% · 1 holder
INCOME / DEFENSIVE0.1% · 4 holders
PASSIVE / INDEX0.1% · 2 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for PGX in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention PGX yet.