PGX · Insider trading · 13F holders · Congress trades
Invesco Preferred ETF (PGX)
Who is buying and selling PGX: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 29
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 1
PGX at a glance
- No open-market insider purchases or sales of PGX were filed in the last 90 days.
- 29 13F filers hold PGX among their 50 largest positions, worth $292.5M combined. The biggest bets by portfolio weight are Bramshill Investments, LLC (9.5%), Acute Investment Advisory, LLC (8.4%) and Compass Financial Group, Inc. (Ohio) (2.7%). In their latest 13Fs, 1 manager opened a new position and 9 added to one.
- Members of Congress have disclosed 1 PGX trade since 2021, 1 purchase and 0 sales in the past year; the latest was Zoe Lofgren (D-CA), buying $1K–15K on Sep 2, 2021.
- PGX last closed at $9.88 on Oct 30, 2026.
PGX insider trading
No open-market insider purchases or sales of PGX were filed in the last 90 days.
Who owns PGX? Hedge funds and superinvestors
29 13F filers hold PGX among their 50 largest positions, worth $292.5M combined. The biggest bets by portfolio weight are Bramshill Investments, LLC (9.5%), Acute Investment Advisory, LLC (8.4%) and Compass Financial Group, Inc. (Ohio) (2.7%). In their latest 13Fs, 1 manager opened a new position and 9 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Bramshill Investments, LLCAsset manager | 9.5% | $124.6M | 11,489,931 | +11.8% shares | Q2 2026 |
| Centiva Capital, LPHedge fund | 2.5% | $74.9M | 6,910,000 | — | Q2 2026 |
| Checchi Capital Advisers, LLCWealth manager | 1.1% | $17.0M | 1,569,752 | +13.0% shares | Q2 2026 |
| Trinity Legacy Partners, LLCWealth manager | 1.8% | $9.0M | 830,570 | +12.8% shares | Q2 2026 |
| Manske Wealth ManagementWealth manager | 1.9% | $8.3M | 822,791 | +9.5% shares | Q3 2026 |
| Prairiewood Capital, LLCWealth manager | 1.9% | $7.3M | 728,526 | +10.7% shares | Q3 2026 |
| Investors Research CorpWealth manager | 1.1% | $6.5M | 649,529 | +6.6% shares | Q3 2026 |
| First National Bank & Trust Co of NewtownBank & trust | 1.0% | $4.9M | 461,090 | -13.0% shares | Q2 2026 |
| Cordoba Advisory Partners LLCWealth manager | 0.6% | $4.8M | 476,733 | +2.4% shares | Q3 2026 |
| Noesis Capital Mangement CorpAsset manager | 0.5% | $4.6M | 459,127 | +1.0% shares | Q3 2026 |
| Plimoth Trust Co LLCBank & trust | 0.9% | $4.6M | 457,964 | +0.2% shares | Q3 2026 |
| Field & Main BankBank & trust | 0.9% | $4.3M | 401,291 | +2.1% shares | Q2 2026 |
| Compass Financial Group, Inc. (Ohio)Wealth manager | 2.7% | $4.2M | 412,153 | +7.4% shares | Q3 2026 |
| Arkos Global AdvisorsWealth manager | 0.3% | $2.4M | 225,179 | -28.0% shares | Q2 2026 |
| First Hawaiian BankBank & trust | 0.3% | $2.4M | 233,752 | -16.0% shares | Q3 2026 |
| Shepherd Kaplan Krochuk, LLCInstitutional asset manager | 1.7% | $2.1M | 196,205 | +34.8% shares | Q2 2026 |
| Brighton Securities Corp.Wealth manager | 0.7% | $1.8M | 176,812 | +0.3% shares | Q3 2026 |
| Tudor Financial Inc.Wealth manager | 0.7% | $1.5M | 138,765 | +7.2% shares | Q2 2026 |
| KG Capital ManagementWealth manager | 0.7% | $1.2M | 117,594 | +1.0% shares | Q3 2026 |
| Shulman DeMeo Asset Management LLCWealth manager | 0.2% | $940K | 93,378 | -6.1% shares | Q3 2026 |
| Amicus Financial Advisors, LLCWealth manager | 0.2% | $792K | 73,038 | +4.7% shares | Q2 2026 |
| Acute Investment Advisory, LLCWealth manager | 8.4% | $759K | 75,382 | -2.6% shares | Q3 2026 |
| Pursuit Wealth Strategies, LLCWealth manager | 1.0% | $746K | 68,856 | -52.1% shares | Q2 2026 |
| Trask Adam RolandInvestment manager | 0.7% | $698K | 64,188 | — | Q1 2026 |
| Burnham & Co LLCWealth manager | 0.5% | $601K | 55,488 | — | Q2 2026 |
| Crabel Capital Management, LLCAsset manager | 0.4% | $481K | 44,334 | New | Q2 2026 |
| Fiduciary Advisors, Inc.Institutional asset manager | 0.3% | $425K | 42,252 | +0.0% shares | Q3 2026 |
| Wiser Advisor Group LLCWealth manager | 0.3% | $297K | 27,359 | +1.0% shares | Q2 2026 |
| Mountain Hill Investment Partners Corp.Wealth manager | 0.1% | $231K | 22,905 | +0.0% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 14, Q2 2026: 14, Q1 2026: 1). Screen PGX in the grand portfolio →
PGX stock trades by members of Congress
Members of Congress have disclosed 1 PGX trade since 2021, 1 purchase and 0 sales in the past year; the latest was Zoe Lofgren (D-CA), buying $1K–15K on Sep 2, 2021.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Oct 7, 2021 | Zoe LofgrenD-CA · House | Buy | $1K–15K | Sep 2, 2021 | -35.1% |
PGX questions and answers
Are insiders buying PGX stock?
No open-market insider purchases or sales of PGX were filed in the last 90 days.
Which hedge funds own PGX?
29 13F filers hold PGX among their 50 largest positions, worth $292.5M combined. The biggest bets by portfolio weight are Bramshill Investments, LLC (9.5%), Acute Investment Advisory, LLC (8.4%) and Compass Financial Group, Inc. (Ohio) (2.7%). In their latest 13Fs, 1 manager opened a new position and 9 added to one.
Has Congress traded PGX?
Members of Congress have disclosed 1 PGX trade since 2021, 1 purchase and 0 sales in the past year; the latest was Zoe Lofgren (D-CA), buying $1K–15K on Sep 2, 2021.
Who is the largest holder of PGX?
Among 13F filers, Bramshill Investments, LLC reports the largest PGX position, $124.6M (11,489,931 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Bramshill Investments, LLC's: 9.5% of its portfolio.
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