Accel Wealth Management’s Invesco Preferred ETF PGX Stock Holding History

Accel Wealth Management’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 Q2	$268K	Sell	24,759 -689	-3%	-$7.6K	0.06%	244
2026 Q1	$277K	Sell	25,448 -9,764	-28%	-$110K	0.07%	225
2025 Q4	$396K	Sell	35,212 -4,605	-12%	-$52.5K	0.11%	174
2025 Q3	$462K	Sell	39,817 -2,925	-7%	-$33.5K	0.13%	156
2025 Q2	$476K	Sell	42,742 -6,985	-14%	-$77K	0.16%	143
2025 Q1	$558K	Sell	49,727 -5,311	-10%	-$61.5K	0.2%	116
2024 Q4	$635K	Sell	55,038 -3,206	-6%	-$38.6K	0.24%	106
2024 Q3	$719K	Sell	58,244 -8,865	-13%	-$106K	0.27%	92
2024 Q2	$775K	Sell	67,109 -5,516	-8%	-$63.8K	0.31%	79
2024 Q1	$863K	Sell	72,625 -4,998	-6%	-$58.9K	0.37%	72
2023 Q4	$890K	Sell	77,623 -7,729	-9%	-$84.4K	0.45%	64
2023 Q3	$935K	Sell	85,352 -7,785	-8%	-$87.1K	0.52%	56
2023 Q2	$1.06M	Sell	93,137 -7,587	-8%	-$86.1K	0.58%	51
2023 Q1	$1.16M	Sell	100,724 -1,528	-1%	-$18.3K	0.47%	56
2022 Q4	$1.14M	Buy	102,252 +1,499	+1%	+$17.3K	0.55%	51
2022 Q3	$1.21M	Sell	100,753 -2,196	-2%	-$27.6K	0.65%	46
2022 Q2	$1.3M	Sell	102,949 -9,679	-9%	-$122K	0.75%	37
2022 Q1	$1.52M	Sell	112,628 -1,674	-1%	-$23.3K	0.78%	37
2021 Q4	$1.72M	Sell	114,302 -931	-0.8%	-$13.9K	0.84%	35
2021 Q3	$1.73M	Buy	115,233 +13,487	+13%	+$205K	1.12%	21
2021 Q2	$1.56M	Buy	101,746 +2,928	+3%	+$44.3K	1.03%	20
2021 Q1	$1.48M	Sell	98,818 -1,046	-1%	-$15.6K	1.2%	17
2020 Q4	$1.52M	Buy	+99,864	New	+$1.5M	1.42%	11

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $69.6M AUM 1.92% 1-Year Est. Return

Accel Wealth Management's PGX Position: Q2 2026 in Review

Accel Wealth Management reduced its Invesco Preferred ETF (PGX) stake by 2.7% in Q2 2026, selling an estimated $7.6K and leaving 24,759 shares worth $268K. The position accounts for 0.06% of the portfolio, ranked #244.

Accel Wealth Management first reported a position in PGX in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.73M in Q3 2021. 407 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Accel Wealth Management held 24,759 shares of Invesco Preferred ETF worth $268K as of Q2 2026.
Accel Wealth Management sold 689 Invesco Preferred ETF shares in Q2 2026, an estimated $7.6K.
Invesco Preferred ETF made up 0.06% of Accel Wealth Management's portfolio in Q2 2026, its #244 holding.
Accel Wealth Management first reported a position in Invesco Preferred ETF in Q4 2020 and has held it in 23 quarters since.
Accel Wealth Management's Invesco Preferred ETF position peaked at $1.73M in Q3 2021.
407 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.