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

Arkadios 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	$198K	Sell	18,296 -59,242	-76%	-$654K	﹤0.01%	1640
2026 Q1	$844K	Buy	+77,538	New	+$876K	0.01%	872
2024 Q4	–	Sell	-11,896	Closed	-$147K	–	983
2024 Q3	$147K	Buy	11,896 +73	+0.6%	+$871	0.01%	860
2024 Q2	$137K	Buy	11,823 +638	+6%	+$7.38K	0.01%	787
2024 Q1	$133K	Hold	11,185	–	–	0.01%	664
2023 Q4	$128K	Buy	+11,185	New	+$122K	0.01%	661
2023 Q1	–	Sell	-11,623	Closed	-$130K	–	628
2022 Q4	$130K	Buy	+11,623	New	+$134K	0.02%	540
2021 Q4	–	Sell	-4,438	Closed	-$66K	–	1428
2021 Q3	$66K	Hold	4,438	–	–	0.01%	799
2021 Q2	$67K	Buy	4,438 +39	+0.9%	+$590	0.01%	843
2021 Q1	$65K	Buy	4,399 +527	+14%	+$7.84K	0.01%	627
2020 Q4	$59K	Hold	3,872	–	–	0.01%	521
2020 Q3	$57.7K	Sell	3,872 -350	-8%	-$5.13K	0.03%	381
2020 Q2	$60K	Buy	4,222 +2,972	+238%	+$41.6K	0.03%	345
2020 Q1	$16.4K	Hold	1,250	–	–	0.01%	526
2019 Q4	$19K	Buy	+1,250	New	+$18.7K	0.01%	467

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

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

Arkadios Wealth Advisors reduced its Invesco Preferred ETF (PGX) stake by 76% in Q2 2026, selling an estimated $654K and leaving 18,296 shares worth $198K. The position accounts for ﹤0.01% of the portfolio, ranked #1640.

Arkadios Wealth Advisors first reported a position in PGX in Q4 2019 and has held it in 15 quarters since. The position peaked at $844K in Q1 2026. 407 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Arkadios Wealth Advisors held 18,296 shares of Invesco Preferred ETF worth $198K as of Q2 2026.
Arkadios Wealth Advisors sold 59,242 Invesco Preferred ETF shares in Q2 2026, an estimated $654K.
Invesco Preferred ETF made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1640 holding.
Arkadios Wealth Advisors first reported a position in Invesco Preferred ETF in Q4 2019 and has held it in 15 quarters since.
Arkadios Wealth Advisors's Invesco Preferred ETF position peaked at $844K in Q1 2026.
407 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.