BWG
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Balanced Wealth Group’s Invesco Preferred ETF PGX Stock Holding History

Balanced Wealth Group’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
Q1 		$449K Buy
41,237
+965
+2% +$10.9K 0.16% 50
2025
Q4 		$473K Buy
40,272
+8,020
+25% +$91.5K 0.17% 47
2025
Q3 		$360K Buy
32,252
+291
+0.9% +$3.33K 0.16% 52
2025
Q2 		$362K Buy
31,961
+18,704
+141% +$206K 0.16% 51
2025
Q1 		$149K Sell
13,257
-27,597
-68% -$319K 0.07% 65
2024
Q4 		$472K Sell
40,854
-53,044
-56% -$638K 0.21% 45
2024
Q3 		$1.16M Buy
93,898
+5,347
+6% +$63.8K 0.51% 26
2024
Q2 		$1.02M Sell
88,551
-13,770
-13% -$159K 0.46% 26
2024
Q1 		$1.18M Buy
102,321
+23,345
+30% +$275K 0.52% 27
2023
Q4 		$906K Buy
+78,976
New +$862K 0.47% 31

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return