Superior Planning, LLC’s Invesco Preferred ETF PGX Stock Holding History

Superior Planning, LLC’s Portfolio PGX Stock Details PGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$363	Buy	+36	New	+$382	﹤0.01%	1946

Other funds holding PGX

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Stonebridge Advisors Wilton, Connecticut $121M AUM 12.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Spectrum Asset Management (Connecticut) Stamford, Connecticut $75.9M AUM 11.16% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Checchi Capital Advisers Beverly Hills, California $2.07B AUM 16.25% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Superior Planning, LLC's PGX Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Invesco Preferred ETF (PGX) in Q3 2026: 36 shares worth $363. The stake represents ﹤0.01% of the portfolio and ranks #1946 among its holdings.

288 funds tracked by Wall St. Rank hold PGX as of Q3 2026.

Superior Planning, LLC held 36 shares of Invesco Preferred ETF worth $363 as of Q3 2026.
Invesco Preferred ETF was a new Superior Planning, LLC position in Q3 2026.
Invesco Preferred ETF made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1946 holding.
288 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.