PGX ETF Analysis: Preferred | NYSE
Preferred Stock | NYSE, USA | Market Cap: 3.700m USD | 12M Return: -6.6% | US46138E5116 | Charts, Fundamentals & Technical Analysis
Avg Turnover: 55.0M
Warnings
Tailwinds
No distinct edge detected
Seasonality 11.7 years of data
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.
The Invesco Preferred ETF (PGX) is a passively managed fund that invests at least 80% of its total assets in the components of a market capitalization-weighted index designed to track the performance of fixed rate, U.S. dollar-denominated preferred securities issued in the U.S. domestic market. The index constituents are selected by ICE Data Indices, LLC in accordance with strict, pre-defined guidelines and procedures.
Preferred securities are hybrid instruments that blend characteristics of both stocks and bonds, typically paying fixed dividends and holding a senior claim to assets over common stockholders in the event of liquidation. As a preferred stock ETF, PGX offers investors exposure to this income-oriented segment of the fixed income market, with the fund structured to replicate the performance of its underlying benchmark rather than actively select holdings.
- Fed rate cuts lift preferred stock prices and valuations
- Treasury yield surge pressures preferred ETF valuations lower
- Bank preferred issuance rises amid regulatory capital demands
As of September 27, 2026, the stock is trading at USD 10.23 with a total of 8,472,320 shares traded. Over the past week, the price has changed by -1.57%, over one month by -3.32%, over three months by -3.86% and over the past year by -6.61%.
Current recommended Stop Loss: 10.10 (which is 1.3% or 1.9 ATR below the current price).
Preferred has no consensus analysts rating.