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Ares Financial Consulting’s Invesco Preferred ETF PGX Stock Holding History

Ares Financial Consulting’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 		$10.5K Hold
970
– – 0.01% 556
2026
Q1 		$10.6K Hold
970
– – 0.01% 529
2025
Q4 		$10.9K Buy
+970
New +$11.1K 0.01% 343

Other funds holding PGX

SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $69.6M AUM 1.92% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
SA
Stonebridge Advisors Wilton, Connecticut $83M AUM 1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
TLP
Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return
MWM
Manske Wealth Management Houston, Texas $403M AUM 27.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Ares Financial Consulting's PGX Position: Q2 2026 in Review

Ares Financial Consulting held its Invesco Preferred ETF (PGX) position steady in Q2 2026 at 970 shares worth $10.5K. The position accounts for 0.01% of the portfolio, ranked #556.

Ares Financial Consulting first reported a position in PGX in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.9K in Q4 2025. 235 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Ares Financial Consulting held 970 shares of Invesco Preferred ETF worth $10.5K as of Q2 2026.
  • Ares Financial Consulting left its Invesco Preferred ETF share count unchanged in Q2 2026.
  • Invesco Preferred ETF made up 0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #556 holding.
  • Ares Financial Consulting first reported a position in Invesco Preferred ETF in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's Invesco Preferred ETF position peaked at $10.9K in Q4 2025.
  • 235 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.