PGX β€” Invesco Preferred ETF

Ownership history in Harfst & Associates, Inc.  Β·  4 quarters on record

AI Ownership Summary

Harfst & Associates, Inc. reported Invesco Preferred ETF (PGX) in 4 quarterly 13F filings from 2025 Q3 through 2025 Q3. Peak portfolio weight reached 0.66% in 2025 Q3. The latest visible filing shows PGX at 0.66% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PGX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Harfst & Associates, Inc.'s position in Invesco Preferred ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

PGX was reported at 0.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.66% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Harfst & Associates, Inc. held PGX β€” position size vs. price
% of Fund (quarterly)    PGX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 306,267 +255,143 +499.1% 0.66% $3.6M 2025-10-23 $11.25
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Harfst & Associates, Inc. and PGX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Harfst & Associates, Inc. reported owning PGX?

Harfst & Associates, Inc. reported PGX across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported PGX position in Harfst & Associates, Inc.'s portfolio?

The largest reported portfolio weight for PGX was 0.66% in 2025 Q3.

What is the latest reported PGX position on this page?

The most recent filing on this page is 2025 Q3, when Harfst & Associates, Inc. reported 306,267 shares, equal to 0.66% of portfolio, with an estimated market value of $3.6M.

What does the chart on this PGX ownership page compare?

The chart compares Harfst & Associates, Inc.'s quarterly PGX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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