Aletheian Wealth Advisors’s Invesco Preferred ETF PGX Stock Holding History

Aletheian Wealth Advisors’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	$631K	Sell	62,698 -61	-0.1%	-$648	0.25%	55
2026 Q2	$680K	Buy	62,759 +8,642	+16%	+$95.4K	0.29%	54
2026 Q1	$589K	Buy	+54,117	New	+$612K	0.29%	52
2025 Q3	$642K	Buy	55,348 +266	+0.5%	+$3.05K	0.3%	51
2025 Q2	$613K	Buy	55,082 +8,676	+19%	+$95.6K	0.3%	53
2025 Q1	$521K	Sell	46,406 -577	-1%	-$6.68K	0.29%	56
2024 Q4	$542K	Sell	46,983 -889	-2%	-$10.7K	0.32%	50
2024 Q3	$591K	Sell	47,872 -3,716	-7%	-$44.3K	0.35%	48
2024 Q2	$596K	Sell	51,588 -1,162	-2%	-$13.4K	0.31%	62
2024 Q1	$627K	Sell	52,750 -60	-0.1%	-$707	0.34%	61
2023 Q4	$606K	Sell	52,810 -29,032	-35%	-$317K	0.4%	58
2023 Q3	$896K	Buy	81,842 +236	+0.3%	+$2.64K	0.69%	39
2023 Q2	$928K	Buy	81,606 +32,833	+67%	+$373K	0.64%	39
2023 Q1	$560K	Buy	48,773 +33,270	+215%	+$399K	0.49%	37
2022 Q4	$173K	Sell	15,503 -8,341	-35%	-$96.5K	0.15%	82
2022 Q3	$283K	Buy	23,844 +5,047	+27%	+$63.5K	0.32%	45
2022 Q2	$232K	Buy	+18,797	New	+$236K	0.24%	52

Other funds holding PGX

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

AIC

Argus Investors Counsel New York $129M AUM 31.03% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Aletheian Wealth Advisors's PGX Position: Q3 2026 in Review

Aletheian Wealth Advisors reduced its Invesco Preferred ETF (PGX) stake by 0.1% in Q3 2026, selling an estimated $648 and leaving 62,698 shares worth $631K. The position accounts for 0.25% of the portfolio, ranked #55.

Aletheian Wealth Advisors first reported a position in PGX in Q2 2022 and has held it in 17 quarters since. The position peaked at $928K in Q2 2023. 25 funds tracked by Wall St. Rank hold PGX as of Q3 2026.

Aletheian Wealth Advisors held 62,698 shares of Invesco Preferred ETF worth $631K as of Q3 2026.
Aletheian Wealth Advisors sold 61 Invesco Preferred ETF shares in Q3 2026, an estimated $648.
Invesco Preferred ETF made up 0.25% of Aletheian Wealth Advisors's portfolio in Q3 2026, its #55 holding.
Aletheian Wealth Advisors first reported a position in Invesco Preferred ETF in Q2 2022 and has held it in 17 quarters since.
Aletheian Wealth Advisors's Invesco Preferred ETF position peaked at $928K in Q2 2023.
25 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.