Joel Greenblatt's PGX Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 296,689 shares of Invesco Preferred ETF (PGX) worth $3.23 M, representing 0.01% of the portfolio. First purchased in 2024-Q2, this short-term holding has been held for 8 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in PGX for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2026, adding 115,042 shares. Largest reduction occurred in Q2 2025, reducing 13,156 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Invesco Preferred ETF (PGX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Invesco Preferred ETF (PGX) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +115,042 | Add 63.33% | 296,689 | $10.88 |
| Q4 2025 | +59,491 | Add 48.70% | 181,647 | $11.24 |
| Q3 2025 | +9,434 | Add 8.37% | 122,156 | $11.60 |
| Q2 2025 | -13,156 | Reduce 10.45% | 112,722 | $11.13 |
| Q1 2025 | +3,486 | Add 2.85% | 125,878 | $11.22 |
| Q4 2024 | +9,773 | Add 8.68% | 122,392 | $11.53 |
| Q3 2024 | +82 | Add 0.07% | 112,619 | $12.35 |
| Q2 2024 | +112,537 | New Buy | 112,537 | $11.55 |
Joel Greenblatt's Invesco Preferred ETF Investment FAQs
Joel Greenblatt first purchased Invesco Preferred ETF (PGX) in Q2 2024, acquiring 112,537 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Invesco Preferred ETF (PGX) for 8 quarters since Q2 2024.
Joel Greenblatt's largest addition to Invesco Preferred ETF (PGX) was in Q1 2026, adding 296,689 shares worth $3.23 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 296,689 shares of Invesco Preferred ETF (PGX), valued at approximately $3.23 M.
As of the Q1 2026 filing, Invesco Preferred ETF (PGX) represents approximately 0.01% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Invesco Preferred ETF (PGX) was 296,689 shares, as reported at the end of Q1 2026.