BCS Wealth Management’s Invesco Preferred ETF PGX Stock Holding History

BCS Wealth Management’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	–	Sell	-10,768	Closed	-$121K	–	323
2025 Q4	$121K	Buy	+10,768	New	+$123K	0.01%	352
2025 Q2	–	Sell	-17,587	Closed	-$197K	–	279
2025 Q1	$197K	Sell	17,587 -7,482	-30%	-$86.6K	0.05%	241
2024 Q4	$289K	Sell	25,069 -2,735	-10%	-$32.9K	0.07%	202
2024 Q3	$343K	Sell	27,804 -800	-3%	-$9.55K	0.15%	121
2024 Q2	$330K	Sell	28,604 -856	-3%	-$9.89K	0.16%	119
2024 Q1	$350K	Sell	29,460 -1,679	-5%	-$19.8K	0.11%	173
2023 Q4	$357K	Sell	31,139 -1,161	-4%	-$12.7K	0.13%	147
2023 Q3	$354K	Sell	32,300 -3,273	-9%	-$36.6K	0.15%	134
2023 Q2	$404K	Buy	35,573 +4,339	+14%	+$49.2K	0.3%	68
2023 Q1	$359K	Buy	31,234 +420	+1%	+$5.04K	0.16%	109
2022 Q4	$344K	Buy	30,814 +583	+2%	+$6.74K	0.14%	136
2022 Q3	$359K	Buy	30,231 +1,820	+6%	+$22.9K	0.17%	126
2022 Q2	$351K	Sell	28,411 -1,038	-4%	-$13.1K	0.16%	123
2022 Q1	$400K	Buy	29,449 +32	+0.1%	+$446	0.17%	121
2021 Q4	$441K	Buy	29,417 +230	+0.8%	+$3.43K	0.16%	119
2021 Q3	$439K	Buy	29,187 +1,679	+6%	+$25.5K	0.19%	101
2021 Q2	$421K	Hold	27,508	–	–	0.22%	89
2021 Q1	$413K	Sell	27,508 -69,746	-72%	-$1.04M	0.2%	90
2020 Q4	$1.48M	Sell	97,254 -1,209	-1%	-$18.1K	0.77%	28
2020 Q3	$1.45M	Buy	98,463 +2,025	+2%	+$29.7K	0.82%	28
2020 Q2	$1.36M	Hold	96,438	–	–	0.82%	25
2020 Q1	$1.27M	Sell	96,438 -3,895	-4%	-$56K	0.89%	23
2019 Q4	$1.51M	Buy	+100,333	New	+$1.5M	1%	26

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $69.6M AUM 1.92% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

BCS Wealth Management's PGX Position: Q1 2026 in Review

BCS Wealth Management sold out of Invesco Preferred ETF (PGX) in Q1 2026, closing a stake of 10,768 shares — an estimated $121K sold.

BCS Wealth Management first reported a position in PGX in Q4 2019 and held it in 23 quarters. The position peaked at $1.51M in Q4 2019. 416 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

BCS Wealth Management reported no remaining Invesco Preferred ETF position as of Q1 2026 after selling out during the quarter.
BCS Wealth Management sold 10,768 Invesco Preferred ETF shares in Q1 2026, an estimated $121K.
BCS Wealth Management first reported a position in Invesco Preferred ETF in Q4 2019 and held it in 23 quarters.
BCS Wealth Management's Invesco Preferred ETF position peaked at $1.51M in Q4 2019.
416 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on BCS Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.