AE Wealth Management’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $56.2K | Sell |
5,187
-2,513
| -33% | -$27.7K | ﹤0.01% | 2065 |
|
|
2026
Q1 | $83.8K | Sell |
7,700
-4,086
| -35% | -$46.2K | ﹤0.01% | 1852 |
|
|
2025
Q4 | $132K | Sell |
11,786
-598
| -5% | -$6.82K | ﹤0.01% | 1618 |
|
|
2025
Q3 | $144K | Sell |
12,384
-3,735
| -23% | -$42.8K | ﹤0.01% | 1478 |
|
|
2025
Q2 | $179K | Sell |
16,119
-64,693
| -80% | -$713K | ﹤0.01% | 1340 |
|
|
2025
Q1 | $907K | Sell |
80,812
-121,542
| -60% | -$1.41M | 0.01% | 732 |
|
|
2024
Q4 | $2.33M | Sell |
202,354
-291,035
| -59% | -$3.5M | 0.02% | 490 |
|
|
2024
Q3 | $6.09M | Buy |
493,389
+461,005
| +1,424% | +$5.5M | 0.06% | 299 |
|
|
2024
Q2 | $374K | Sell |
32,384
-5,432
| -14% | -$62.8K | ﹤0.01% | 968 |
|
|
2024
Q1 | $449K | Sell |
37,816
-4,556
| -11% | -$53.7K | 0.01% | 849 |
|
|
2023
Q4 | $500K | Sell |
42,372
-15,615
| -27% | -$170K | ﹤0.01% | 1439 |
|
|
2023
Q3 | $635K | Sell |
57,987
-160,915
| -74% | -$1.8M | ﹤0.01% | 1269 |
|
|
2023
Q2 | $2.49M | Sell |
218,902
-57,494
| -21% | -$652K | 0.02% | 774 |
|
|
2023
Q1 | $3.17M | Buy |
276,396
+217,426
| +369% | +$2.61M | 0.02% | 643 |
|
|
2022
Q4 | $659K | Sell |
58,970
-1,391
| -2% | -$16.1K | ﹤0.01% | 1168 |
|
|
2022
Q3 | $717K | Sell |
60,361
-32,210
| -35% | -$405K | 0.01% | 1076 |
|
|
2022
Q2 | $1.14M | Sell |
92,571
-208,133
| -69% | -$2.62M | 0.01% | 845 |
|
|
2022
Q1 | $4.08M | Sell |
300,704
-322,383
| -52% | -$4.49M | 0.03% | 502 |
|
|
2021
Q4 | $9.35M | Buy |
623,087
+62,291
| +11% | +$928K | 0.07% | 278 |
|
|
2021
Q3 | $8.43M | Sell |
560,796
-123,716
| -18% | -$1.88M | 0.07% | 267 |
|
|
2021
Q2 | $10.5M | Buy |
684,512
+34,658
| +5% | +$524K | 0.09% | 215 |
|
|
2021
Q1 | $9.75M | Buy |
649,854
+105,163
| +19% | +$1.56M | 0.1% | 209 |
|
|
2020
Q4 | $8.31M | Buy |
544,691
+419,145
| +334% | +$6.29M | 0.09% | 210 |
|
|
2020
Q3 | $1.85M | Buy |
125,546
+5,194
| +4% | +$76.2K | 0.03% | 447 |
|
|
2020
Q2 | $1.7M | Buy |
120,352
+2,781
| +2% | +$39K | 0.03% | 456 |
|
|
2020
Q1 | $1.55M | Buy |
117,571
+31,943
| +37% | +$459K | 0.04% | 368 |
|
|
2019
Q4 | $1.28M | Buy |
85,628
+23,970
| +39% | +$358K | 0.03% | 477 |
|
|
2019
Q3 | $926K | Buy |
61,658
+14,507
| +31% | +$216K | 0.03% | 469 |
|
|
2019
Q2 | $690K | Buy |
47,151
+27,992
| +146% | +$408K | 0.02% | 503 |
|
|
2019
Q1 | $278K | Buy |
19,159
+5,269
| +38% | +$74.9K | 0.02% | 488 |
|
|
2018
Q4 | $187K | Buy |
13,890
+3,885
| +39% | +$53.6K | 0.03% | 446 |
|
|
2018
Q3 | $143K | Buy |
+10,005
| New | +$145K | 0.01% | 574 |
|
Other funds holding PGX
BI
CC
SAMC
AE Wealth Management's PGX Position: Q2 2026 in Review
AE Wealth Management reduced its Invesco Preferred ETF (PGX) stake by 33% in Q2 2026, selling an estimated $27.7K and leaving 5,187 shares worth $56.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2065.
AE Wealth Management first reported a position in PGX in Q3 2018 and has held it in 32 quarters since. The position peaked at $10.5M in Q2 2021. 410 funds tracked by Wall St. Rank hold PGX as of Q2 2026.
- AE Wealth Management held 5,187 shares of Invesco Preferred ETF worth $56.2K as of Q2 2026.
- AE Wealth Management sold 2,513 Invesco Preferred ETF shares in Q2 2026, an estimated $27.7K.
- Invesco Preferred ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2065 holding.
- AE Wealth Management first reported a position in Invesco Preferred ETF in Q3 2018 and has held it in 32 quarters since.
- AE Wealth Management's Invesco Preferred ETF position peaked at $10.5M in Q2 2021.
- 410 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.
Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.