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

Amplius 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	$236K	Hold	21,761	–	–	0.02%	187
2026 Q1	$237K	Hold	21,761	–	–	0.02%	159
2025 Q4	$245K	Sell	21,761 -3,000	-12%	-$34.2K	0.02%	154
2025 Q3	$287K	Hold	24,761	–	–	0.02%	145
2025 Q2	$276K	Hold	24,761	–	–	0.03%	164
2025 Q1	$278K	Hold	24,761	–	–	0.03%	143
2024 Q4	$285K	Hold	24,761	–	–	0.03%	140
2024 Q3	$306K	Hold	24,761	–	–	0.03%	129
2024 Q2	$286K	Hold	24,761	–	–	0.03%	132
2024 Q1	$294K	Hold	24,761	–	–	0.03%	130
2023 Q4	$284K	Hold	24,761	–	–	0.03%	129
2023 Q3	$271K	Hold	24,761	–	–	0.04%	128
2023 Q2	$282K	Hold	24,761	–	–	0.04%	127
2023 Q1	$284K	Hold	24,761	–	–	0.04%	129
2022 Q4	$277K	Buy	24,761 +9,761	+65%	+$113K	0.04%	126
2022 Q3	$178K	Hold	15,000	–	–	0.03%	153
2022 Q2	$185K	Hold	15,000	–	–	0.03%	162
2022 Q1	$203K	Hold	15,000	–	–	0.03%	170
2021 Q4	$225K	Buy	+15,000	New	+$224K	0.03%	176

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

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

Amplius Wealth Advisors held its Invesco Preferred ETF (PGX) position steady in Q2 2026 at 21,761 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #187.

Amplius Wealth Advisors first reported a position in PGX in Q4 2021 and has held it in 19 quarters since. The position peaked at $306K in Q3 2024. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Amplius Wealth Advisors held 21,761 shares of Invesco Preferred ETF worth $236K as of Q2 2026.
Amplius Wealth Advisors left its Invesco Preferred ETF share count unchanged in Q2 2026.
Invesco Preferred ETF made up 0.02% of Amplius Wealth Advisors's portfolio in Q2 2026, its #187 holding.
Amplius Wealth Advisors first reported a position in Invesco Preferred ETF in Q4 2021 and has held it in 19 quarters since.
Amplius Wealth Advisors's Invesco Preferred ETF position peaked at $306K in Q3 2024.
408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.