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Acute Investment Advisory’s Invesco Preferred ETF PGX Stock Holding History

Acute Investment Advisory’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 		$839K Buy
77,378
+1,887
+2% +$20.8K 8.87% 2
2026
Q1 		$821K Buy
75,491
+55,829
+284% +$631K 9.22% 3
2025
Q4 		$221K Sell
19,662
-2,914
-13% -$33.2K 2.14% 14
2025
Q3 		$262K Sell
22,576
-4,569
-17% -$52.3K 2.2% 15
2025
Q2 		$302K Sell
27,145
-16,062
-37% -$177K 2.46% 11
2025
Q1 		$485K Sell
43,207
-143,708
-77% -$1.66M 2.44% 10
2024
Q4 		$2.16M Sell
186,915
-135,099
-42% -$1.63M 2.36% 9
2024
Q3 		$3.98M Buy
+322,014
New +$3.84M 2.28% 7

Other funds holding PGX

SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $69.6M AUM 1.92% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
TLP
Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return
MWM
Manske Wealth Management Houston, Texas $403M AUM 27.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Acute Investment Advisory's PGX Position: Q2 2026 in Review

Acute Investment Advisory increased its Invesco Preferred ETF (PGX) stake by 2.5% in Q2 2026, buying an estimated $20.8K and bringing the position to 77,378 shares worth $839K. The position accounts for 8.87% of the portfolio, ranked #2.

Acute Investment Advisory first reported a position in PGX in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.98M in Q3 2024. 211 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Acute Investment Advisory held 77,378 shares of Invesco Preferred ETF worth $839K as of Q2 2026.
  • Acute Investment Advisory bought 1,887 Invesco Preferred ETF shares in Q2 2026, an estimated $20.8K.
  • Invesco Preferred ETF made up 8.87% of Acute Investment Advisory's portfolio in Q2 2026, its #2 holding.
  • Acute Investment Advisory first reported a position in Invesco Preferred ETF in Q3 2024 and has held it in 8 quarters since.
  • Acute Investment Advisory's Invesco Preferred ETF position peaked at $3.98M in Q3 2024.
  • 211 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Acute Investment Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.