Advisornet Financial’s Invesco Preferred ETF PGX Stock Holding History

Advisornet Financial’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	$72.1K	Hold	6,650	–	–	﹤0.01%	992
2026 Q1	$72.4K	Hold	6,650	–	–	﹤0.01%	928
2025 Q4	$74.7K	Hold	6,650	–	–	﹤0.01%	918
2025 Q3	$77.1K	Hold	6,650	–	–	﹤0.01%	878
2025 Q2	$74K	Hold	6,650	–	–	﹤0.01%	851
2025 Q1	$74.6K	Sell	6,650 -500	-7%	-$5.79K	0.01%	804
2024 Q4	$82.4K	Sell	7,150 -11,521	-62%	-$139K	0.01%	735
2024 Q3	$231K	Buy	18,671 +151	+0.8%	+$1.8K	0.02%	493
2024 Q2	$214K	Sell	18,520 -2,853	-13%	-$33K	0.02%	460
2024 Q1	$254K	Sell	21,373 -1,216	-5%	-$14.3K	0.02%	431
2023 Q4	$259K	Sell	22,589 -2,726	-11%	-$29.8K	0.02%	426
2023 Q3	$277K	Buy	25,315 +40	+0.2%	+$447	0.03%	393
2023 Q2	$287K	Buy	25,275 +241	+1%	+$2.73K	0.02%	406
2023 Q1	$287K	Buy	25,034 +218	+0.9%	+$2.62K	0.03%	397
2022 Q4	$277K	Sell	24,816 -7,057	-22%	-$81.6K	0.03%	411
2022 Q3	$379K	Sell	31,873 -63	-0.2%	-$793	0.04%	375
2022 Q2	$394K	Sell	31,936 -11,321	-26%	-$142K	0.04%	361
2022 Q1	$587K	Sell	43,257 -67,226	-61%	-$936K	0.04%	344
2021 Q4	$1.66M	Buy	110,483 +16,184	+17%	+$241K	0.1%	182
2021 Q3	$1.42M	Buy	94,299 +4,050	+4%	+$61.5K	0.1%	184
2021 Q2	$1.38M	Buy	90,249 +8,909	+11%	+$135K	0.09%	202
2021 Q1	$1.22M	Buy	81,340 +2,538	+3%	+$37.7K	0.09%	218
2020 Q4	$1.2M	Buy	78,802 +1,966	+3%	+$29.5K	0.1%	190
2020 Q3	$1.13M	Buy	76,836 +1,809	+2%	+$26.5K	0.1%	196
2020 Q2	$1.06M	Buy	75,027 +1,633	+2%	+$22.9K	0.09%	209
2020 Q1	$966K	Buy	73,394 +117	+0.2%	+$1.68K	0.09%	198
2019 Q4	$1.1M	Buy	73,277 +4,218	+6%	+$63K	0.09%	201
2019 Q3	$1.04M	Buy	69,059 +11,597	+20%	+$173K	0.1%	208
2019 Q2	$841K	Buy	57,462 +6,174	+12%	+$90.1K	0.09%	213
2019 Q1	$744K	Buy	51,288 +26,914	+110%	+$383K	0.09%	215
2018 Q4	$328K	Buy	24,374 +9,736	+67%	+$134K	0.05%	316
2018 Q3	$210K	Buy	14,638 +2,060	+16%	+$29.9K	0.03%	408
2018 Q2	$183K	Buy	12,578 +9,302	+284%	+$135K	0.02%	414
2018 Q1	$48K	Buy	3,276 +1,485	+83%	+$21.6K	0.01%	706
2017 Q4	$27K	Buy	+1,791	New	+$26.8K	﹤0.01%	803

Other funds holding PGX

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $472M AUM

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

Brighton Securities Rochester, New York $233M AUM 15.96% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Advisornet Financial's PGX Position: Q2 2026 in Review

Advisornet Financial held its Invesco Preferred ETF (PGX) position steady in Q2 2026 at 6,650 shares worth $72.1K. The position accounts for ﹤0.01% of the portfolio, ranked #992.

Advisornet Financial first reported a position in PGX in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.66M in Q4 2021. 109 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Advisornet Financial held 6,650 shares of Invesco Preferred ETF worth $72.1K as of Q2 2026.
Advisornet Financial left its Invesco Preferred ETF share count unchanged in Q2 2026.
Invesco Preferred ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #992 holding.
Advisornet Financial first reported a position in Invesco Preferred ETF in Q4 2017 and has held it in 35 quarters since.
Advisornet Financial's Invesco Preferred ETF position peaked at $1.66M in Q4 2021.
109 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.