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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
Q3 		$11 Sell
1
-29
-97% -$308 ﹤0.01% 491
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

IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
AIC
Argus Investors Counsel New York $129M AUM 31.03% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Atwood & Palmer's PGX Position: Q3 2026 in Review

Atwood & Palmer reduced its Invesco Preferred ETF (PGX) stake by 97% in Q3 2026, selling an estimated $308 and leaving 1 share worth $11. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Atwood & Palmer first reported a position in PGX in Q4 2015 and has held it in 3 quarters since. The position peaked at $1K in Q4 2015. 25 funds tracked by Wall St. Rank hold PGX as of Q3 2026.

  • Atwood & Palmer held 1 share of Invesco Preferred ETF worth $11 as of Q3 2026.
  • Atwood & Palmer sold 29 Invesco Preferred ETF shares in Q3 2026, an estimated $308.
  • Invesco Preferred ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #491 holding.
  • Atwood & Palmer first reported a position in Invesco Preferred ETF in Q4 2015 and has held it in 3 quarters since.
  • Atwood & Palmer's Invesco Preferred ETF position peaked at $1K in Q4 2015.
  • 25 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.