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 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

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

Aletheian Wealth Advisors's PGX Position: Q2 2026 in Review

Aletheian Wealth Advisors increased its Invesco Preferred ETF (PGX) stake by 16% in Q2 2026, buying an estimated $95.4K and bringing the position to 62,759 shares worth $680K. The position accounts for 0.29% of the portfolio, ranked #54.

Aletheian Wealth Advisors first reported a position in PGX in Q2 2022 and has held it in 16 quarters since. The position peaked at $928K in Q2 2023. 407 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Aletheian Wealth Advisors held 62,759 shares of Invesco Preferred ETF worth $680K as of Q2 2026.
Aletheian Wealth Advisors bought 8,642 Invesco Preferred ETF shares in Q2 2026, an estimated $95.4K.
Invesco Preferred ETF made up 0.29% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #54 holding.
Aletheian Wealth Advisors first reported a position in Invesco Preferred ETF in Q2 2022 and has held it in 16 quarters since.
Aletheian Wealth Advisors's Invesco Preferred ETF position peaked at $928K in Q2 2023.
407 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.