Ashton Thomas Private Wealth’s Invesco Preferred ETF PGX Stock Holding History

Ashton Thomas Private Wealth’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	$53.7K	Buy	4,955 +488	+11%	+$5.38K	﹤0.01%	1353
2026 Q1	$48.6K	Buy	+4,467	New	+$50.5K	﹤0.01%	1268
2025 Q4	–	Sell	-59,290	Closed	-$688K	–	1040
2025 Q3	$688K	Sell	59,290 -94	-0.2%	-$1.08K	0.02%	574
2025 Q2	$661K	Buy	59,384 +89	+0.2%	+$981	0.02%	508
2025 Q1	$665K	Sell	59,295 -725	-1%	-$8.39K	0.03%	482
2024 Q4	$692K	Sell	60,020 -78	-0.1%	-$938	0.03%	465
2024 Q3	$742K	Sell	60,098 -56	-0.1%	-$668	0.04%	372
2024 Q2	$695K	Sell	60,154 -916	-1%	-$10.6K	0.04%	364
2024 Q1	$726K	Sell	61,070 -1,100	-2%	-$13K	0.04%	354
2023 Q4	$713K	Hold	62,170	–	–	0.04%	352
2023 Q3	$681K	Buy	62,170 +8,710	+16%	+$97.4K	0.05%	348
2023 Q2	$608K	Buy	53,460 +4,765	+10%	+$54.1K	0.05%	371
2023 Q1	$559K	Buy	+48,695	New	+$584K	0.05%	347

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

Ashton Thomas Private Wealth's PGX Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its Invesco Preferred ETF (PGX) stake by 11% in Q2 2026, buying an estimated $5.38K and bringing the position to 4,955 shares worth $53.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1353.

Ashton Thomas Private Wealth first reported a position in PGX in Q1 2023 and has held it in 13 quarters since. The position peaked at $742K in Q3 2024. 407 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Ashton Thomas Private Wealth held 4,955 shares of Invesco Preferred ETF worth $53.7K as of Q2 2026.
Ashton Thomas Private Wealth bought 488 Invesco Preferred ETF shares in Q2 2026, an estimated $5.38K.
Invesco Preferred ETF made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1353 holding.
Ashton Thomas Private Wealth first reported a position in Invesco Preferred ETF in Q1 2023 and has held it in 13 quarters since.
Ashton Thomas Private Wealth's Invesco Preferred ETF position peaked at $742K in Q3 2024.
407 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.