Explore more topics
Public ownership evidence

Invesco Preferred ETF (PGX) Ownership Disclosures

Read PGX insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T23:32:50.005Z

Jump to a section

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Show the table · 0 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Show the table · 50 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

B. Riley Wealth Advisors, Inc.2025-03-312026-08-2912,051$135,213None
Advisors Asset Management, Inc.2021-09-302026-08-283,491$52,000None
Corient Private Wealth LP2026-06-302026-08-2820,773$225,183None
Advisors Asset Management, Inc.2020-12-312026-08-273,803$58,000None
Advisors Asset Management, Inc.2021-03-312026-08-273,726$55,890None
Advisors Asset Management, Inc.2021-06-302026-08-273,721$57,000None
Advisors Asset Management, Inc.2020-09-302026-08-272,967$43,704None
Financial Insights, Inc.2026-06-302026-08-2610,600$114,904None
Bernard Wealth Management Corp.2026-06-302026-08-221,384$15,008None
Wilson & Boucher Capital Management, LLC2026-06-302026-08-2022,500$243,900None
Kingsview Wealth Management, LLC2026-06-302026-08-2039,069$423,506None
Field & Main Bank2026-06-302026-08-20401,291$4,349,994None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2057,718$625,662None
JDM Financial Group LLC2026-06-302026-08-191,550$16,802None
Coastal Bridge Advisors, LLC2026-06-302026-08-1815,368$166,588None
Corient Private Wealth LP2026-06-302026-08-1820,773$225,183None
Camarda Financial Advisors, LLC2026-06-302026-08-1826,611$288,463None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1810,615$114,959None
Wiser Advisor Group LLC2026-06-302026-08-1827,359$296,575None
Equitable Holdings, Inc.2026-06-302026-08-1812,481$135,294None
AMERIFLEX GROUP, INC.2026-06-302026-08-154,430$48,021None
Murphy & Mullick Capital Management Corp2026-06-302026-08-1513,181$142,882None
Federation des caisses Desjardins du Quebec2026-06-302026-08-1561,538$667,072None
Mutual Advisors, LLC2026-06-302026-08-1522,523$244,146None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-1542,001$455,291None
KCM INVESTMENT ADVISORS LLC2026-06-302026-08-15242,182$2,625,255None
Orcam Financial Group2026-06-302026-08-1515,500$168,020None
American Trust2026-06-302026-08-1520,275$219,777None
Ameritas Advisory Services, LLC2026-06-302026-08-1520,432$221,485None
NFSG Corp2026-06-302026-08-152,020$21,897None
WCG Wealth Advisors LLC2026-06-302026-08-1519,818$214,830None
Arkos Global Advisors2026-06-302026-08-15225,179$2,441,000None
IFG Advisory, LLC2026-06-302026-08-1510,498$113,802None
Adalta Capital Management LLC2026-06-302026-08-1514,596$158,221None
OSAIC HOLDINGS, INC.2026-06-302026-08-1512,254$132,833None
OSAIC HOLDINGS, INC.2026-06-302026-08-153,320$35,989None
OSAIC HOLDINGS, INC.2026-06-302026-08-1518,070$195,879None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,263,781$13,699,927None
Prostatis Group LLC2026-06-302026-08-1510,972$118,940None
Orion Porfolio Solutions, LLC2026-06-302026-08-15146,281$1,585,685None
HRT FINANCIAL LP2026-06-302026-08-1528,508$309,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1535,272$382,348None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1538,317$415,356None
Gotham Asset Management, LLC2026-06-302026-08-15305,685$3,313,625None
Waverly Advisors, LLC2026-06-302026-08-1595,787$1,038,336None
Bramshill Investments, LLC2026-06-302026-08-1511,489,931$124,550,853None
&PARTNERS2026-06-302026-08-15109,308$1,182,878None
Thrivent Financial for Lutherans2026-06-302026-08-1527,861$302,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15154,623$1,676,112None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1520,835$225,848None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Advisors Asset Management, Inc. ↗Corient Private Wealth LP ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Financial Insights, Inc. ↗Bernard Wealth Management Corp. ↗Wilson & Boucher Capital Management, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Show the table · 0 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.