Ficha del valor
PGX
Invesco Preferred ETF · Financial Services · Asset Management - Bonds
55Tenedores rastreados
+1Δ titulares
148.35MAcciones mantenidas
$1.61BValor declarado
+5Nuevas posiciones
−4Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +1.9% ·
flujo de acciones +4.2% ·
nuevas posiciones netas +1.8%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2026
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 55 | +1 | 148.35M | $1.61B | +5 | −4 |
| Q1 2026 | 55 | -3 | 142.34M | $1.55B | +3 | −6 |
| Q4 2025 | 57 | +1 | 140.99M | $1.58B | +1 | — |
| Q3 2025 | 6 | 0 | 17.87M | $207.29M | +1 | −1 |
| Q2 2025 | 3 | 0 | 1.63M | $18.19M | +1 | −1 |
| Q1 2025 | 2 | -1 | 138.41K | $1.55M | +1 | −2 |
| Q4 2024 | 3 | -1 | 1.03M | $11.89M | — | −1 |
| Q3 2024 | 4 | -1 | 1.10M | $13.54M | — | −1 |
| Q2 2024 | 5 | — | 1.34M | $15.42M | — | — |
Quién lo tiene en cartera · Q2 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 87.10M | +7.4% | $944.19M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 87.10M | +7.4% | $944.19M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 87.10M | +7.4% | $944.19M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 87.10M | +7.4% | $944.19M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 11.22M | -25.8% | $121.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 11.22M | -25.8% | $121.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 11.22M | -25.8% | $121.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 11.22M | -25.8% | $121.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 7.08M | +74.3% | $76.96M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 7.08M | +74.3% | $76.96M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 6.22M | -1.9% | $67.47M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 6.22M | -1.9% | $67.47M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | LPL Financial LLC | 4.96M | -6.6% | $53.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 4.21M | +1.9% | $45.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 4.21M | +1.9% | $45.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 4.21M | +1.9% | $45.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 4.21M | +1.9% | $45.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 2.97M | +8.5% | $32.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 2.97M | +8.5% | $32.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Raymond James Financial Inc | 2.97M | +8.5% | $32.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 2.83M | -4.3% | $30.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 2.83M | -4.3% | $30.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 2.83M | -4.3% | $30.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 2.83M | -4.3% | $30.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 2.83M | -4.3% | $30.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 2.83M | -4.3% | $30.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Royal Bank Of Canada | 2.83M | -4.3% | $30.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Royal Bank Of Canada | 2.83M | -4.3% | $30.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | First Trust Advisors Lp | 1.80M | Nuevo | $19.48M | 0.0% | New | 1 | SEC ↗ |
| 30 | UBS AM, a distinct business unit of… | 1.05M | -14.8% | $11.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Envestnet Asset Management Inc | 976.26K | +47.2% | $10.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 653.42K | -2.9% | $7.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 653.42K | -2.9% | $7.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 653.42K | -2.9% | $7.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 653.42K | -2.9% | $7.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Bank Of Montreal /Can/ | 653.42K | -2.9% | $7.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Bank Of Montreal /Can/ | 653.42K | -2.9% | $7.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Commonwealth Equity Services, Llc | 585.17K | -48.3% | $6.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Truist Financial Corp | 535.33K | -0.4% | $5.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Truist Financial Corp | 535.33K | -0.4% | $5.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Stifel Financial Corp | 534.77K | -1.0% | $5.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Blair William & Co/Il | 382.75K | +8.1% | $4.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Mml Investors Services, Llc | 260.06K | +39.5% | $2.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Jones Financial Companies Lllp | 154.62K | -1.8% | $1.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Fifth Third Bancorp | 125.85K | -13.9% | $1.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Prudential Financial Inc | 113.96K | +0.4% | $1.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Invesco Ltd. | 97.85K | +0.4% | $1.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Cibc World Market Inc. | 71.30K | +1.0% | $772,903 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Mariner, LLC | 63.78K | -41.0% | $691,368 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Mercer Global Advisors Inc /Adv | 57.72K | +2.9% | $625,662 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Northwestern Mutual Wealth… | 41.90K | -1.0% | $454,194 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | State Farm Mutual Automobile… | 33.56K | +1.5% | $363,780 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Principal Financial Group Inc | 32.20K | -65.9% | $349,059 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Goldman Sachs Group ✦ | 31.27K | +27.6% | $338,923 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 55 | Pnc Financial Services Group, Inc. | 12.35K | +6.8% | $133,832 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Pnc Financial Services Group, Inc. | 12.35K | +6.8% | $133,832 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Pnc Financial Services Group, Inc. | 12.35K | +6.8% | $133,832 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Fidelity (FMR) ✦ | 3.95K | +253.3% | $42,820 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 59 | Deutsche Bank Ag\ | 1.57K | 0.0% | $17,019 | 0.0% | Held | 3 | SEC ↗ |
| 60 | Us Bancorp \De\ | 1.35K | -52.8% | $14,634 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Assetmark, Inc | 3 | 0.0% | $33 | 0.0% | Held | 3 | SEC ↗ |
| 62 | Citigroup Inc | 2 | Nuevo | $22 | 0.0% | New | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| First Trust Advisors Lp | $19.48M | 0.0% |
| Citigroup Inc | $22 | 0.0% |
Posición cerrada
| Citadel Advisors | $4.74M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 415 tenedores, 187.11M acciones, $1.98B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Frecuentemente cotituladas
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q2 2026 ·
Metodología ·
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