Avantax Planning Partners’s Invesco Preferred ETF PGX Stock Holding History

Avantax Planning Partners’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	$1.71M	Sell	157,648 -8,805	-5%	-$97.2K	0.04%	155
2026 Q1	$1.81M	Sell	166,453 -3,840	-2%	-$43.4K	0.05%	141
2025 Q4	$1.91M	Sell	170,293 -4,449	-3%	-$50.7K	0.05%	133
2025 Q3	$2.03M	Sell	174,742 -35,816	-17%	-$410K	0.06%	128
2025 Q2	$2.34M	Sell	210,558 -46,842	-18%	-$516K	0.07%	123
2025 Q1	$2.89M	Sell	257,400 -3,198	-1%	-$37K	0.1%	113
2024 Q4	$3M	Buy	260,598 +3,543	+1%	+$42.6K	0.11%	106
2024 Q3	$3.17M	Sell	257,055 -50,789	-16%	-$606K	0.11%	103
2024 Q2	$3.56M	Sell	307,844 -30,550	-9%	-$353K	0.11%	103
2024 Q1	$4.02M	Sell	338,394 -16,232	-5%	-$191K	0.13%	98
2023 Q4	$4.07M	Sell	354,626 -726,642	-67%	-$7.93M	0.16%	73
2023 Q3	$11.8M	Buy	1,081,268 +158,737	+17%	+$1.78M	0.5%	32
2023 Q2	$10.5M	Buy	922,531 +15,648	+2%	+$178K	0.42%	33
2023 Q1	$10.4M	Buy	906,883 +188,515	+26%	+$2.26M	0.42%	33
2022 Q4	$8.03M	Buy	718,368 +167,663	+30%	+$1.94M	0.32%	36
2022 Q3	$6.54M	Sell	550,705 -265,029	-32%	-$3.34M	0.29%	37
2022 Q2	$10.1M	Buy	815,734 +285,624	+54%	+$3.59M	0.43%	32
2022 Q1	$7.19M	Buy	530,110 +412,841	+352%	+$5.75M	0.29%	37
2021 Q4	$1.76M	Buy	117,269 +83,738	+250%	+$1.25M	0.07%	111
2021 Q3	$504K	Sell	33,531 -289	-0.9%	-$4.39K	0.02%	196
2021 Q2	$518K	Sell	33,820 -148	-0.4%	-$2.24K	0.02%	193
2021 Q1	$510K	Sell	33,968 -99	-0.3%	-$1.47K	0.03%	185
2020 Q4	$520K	Buy	34,067 +13,223	+63%	+$198K	0.03%	175
2020 Q3	$307K	Sell	20,844 -1,562	-7%	-$22.9K	0.02%	224
2020 Q2	$316K	Buy	+22,406	New	+$314K	0.02%	208
2018 Q4	–	Sell	-1,949	Closed	-$28K	–	945
2018 Q3	$28K	Buy	+1,949	New	+$28.3K	﹤0.01%	624
2018 Q2	–	Sell	-1,949	Closed	-$28K	–	1128
2018 Q1	$28K	Buy	+1,949	New	+$28.4K	﹤0.01%	669

Other funds holding PGX

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Banque Transatlantique Paris, France $4.66B AUM 33.26% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $472M AUM

Avantax Planning Partners's PGX Position: Q2 2026 in Review

Avantax Planning Partners reduced its Invesco Preferred ETF (PGX) stake by 5.3% in Q2 2026, selling an estimated $97.2K and leaving 157,648 shares worth $1.71M. The position accounts for 0.04% of the portfolio, ranked #155.

Avantax Planning Partners first reported a position in PGX in Q1 2018 and has held it in 27 quarters since. The position peaked at $11.8M in Q3 2023. 179 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Avantax Planning Partners held 157,648 shares of Invesco Preferred ETF worth $1.71M as of Q2 2026.
Avantax Planning Partners sold 8,805 Invesco Preferred ETF shares in Q2 2026, an estimated $97.2K.
Invesco Preferred ETF made up 0.04% of Avantax Planning Partners's portfolio in Q2 2026, its #155 holding.
Avantax Planning Partners first reported a position in Invesco Preferred ETF in Q1 2018 and has held it in 27 quarters since.
Avantax Planning Partners's Invesco Preferred ETF position peaked at $11.8M in Q3 2023.
179 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.