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Atwood & Palmer’s Invesco Preferred ETF PGX Stock Holding History

Atwood & Palmer’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 		$326 Buy
+30
New +$331 ﹤0.01% 475
2016
Q1 		– Sell
-54
Closed -$1K – 366
2015
Q4 		$1K Buy
+54
New +$797 ﹤0.01% 392

Other funds holding PGX

CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $472M AUM
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $233M AUM 15.96% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Atwood & Palmer's PGX Position: Q2 2026 in Review

Atwood & Palmer opened a new position in Invesco Preferred ETF (PGX) in Q2 2026: 30 shares worth $326. The stake represents ﹤0.01% of the portfolio and ranks #475 among its holdings. This is a return to the name: Atwood & Palmer previously reported a position in PGX as recently as Q4 2015.

Atwood & Palmer first reported a position in PGX in Q4 2015 and has held it in 2 quarters since. The position peaked at $1K in Q4 2015. 109 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Atwood & Palmer held 30 shares of Invesco Preferred ETF worth $326 as of Q2 2026.
  • Invesco Preferred ETF was a new Atwood & Palmer position in Q2 2026.
  • Invesco Preferred ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #475 holding.
  • Atwood & Palmer first reported a position in Invesco Preferred ETF in Q4 2015 and has held it in 2 quarters since.
  • Atwood & Palmer's Invesco Preferred ETF position peaked at $1K in Q4 2015.
  • 109 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.