Beam Wealth Advisors’s Invesco Preferred ETF PGX Stock Holding History

Beam Wealth Advisors’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	$741K	Sell	68,328 -11,822	-15%	-$130K	0.16%	90
2026 Q1	$872K	Sell	80,150 -8,018	-9%	-$90.6K	0.22%	74
2025 Q4	$991K	Sell	88,168 -1,948	-2%	-$22.2K	0.27%	69
2025 Q3	$1.05M	Sell	90,116 -2,695	-3%	-$30.9K	0.28%	71
2025 Q2	$1.03M	Sell	92,811 -851	-0.9%	-$9.38K	0.31%	67
2025 Q1	$1.05M	Sell	93,662 -12,706	-12%	-$147K	0.35%	62
2024 Q4	$1.23M	Buy	106,368 +1,376	+1%	+$16.6K	0.39%	55
2024 Q3	$1.3M	Sell	104,992 -3,782	-3%	-$45.1K	0.39%	53
2024 Q2	$1.26M	Buy	108,774 +389	+0.4%	+$4.5K	0.42%	49
2024 Q1	$1.29M	Sell	108,385 -888	-0.8%	-$10.5K	0.77%	31
2023 Q4	$1.25M	Sell	109,273 -8,516	-7%	-$93K	0.79%	32
2023 Q3	$1.29M	Sell	117,789 -1,560	-1%	-$17.4K	0.92%	26
2023 Q2	$1.36M	Sell	119,349 -3,088	-3%	-$35K	0.94%	27
2023 Q1	$1.41M	Buy	122,437 +1,930	+2%	+$23.2K	1.41%	25
2022 Q4	$1.35M	Buy	120,507 +10,967	+10%	+$127K	1.4%	24
2022 Q3	$1.3M	Buy	109,540 +12,224	+13%	+$154K	1.45%	27
2022 Q2	$1.2M	Sell	97,316 -787	-0.8%	-$9.89K	1.33%	27
2022 Q1	$1.33M	Sell	98,103 -3,513	-3%	-$48.9K	1.53%	21
2021 Q4	$1.52M	Buy	101,616 +4,917	+5%	+$73.3K	1.75%	20
2021 Q3	$1.45M	Sell	96,699 -3,774	-4%	-$57.3K	1.25%	21
2021 Q2	$1.54M	Buy	100,473 +12,384	+14%	+$187K	1.33%	19
2021 Q1	$1.32M	Buy	88,089 +9,944	+13%	+$148K	1.18%	22
2020 Q4	$1.19M	Buy	78,145 +11,871	+18%	+$178K	1.12%	25
2020 Q3	$976K	Buy	66,274 +16,240	+32%	+$238K	0.91%	34
2020 Q2	$711K	Buy	50,034 +6,454	+15%	+$90.4K	0.72%	49
2020 Q1	$574K	Buy	43,580 +10,567	+32%	+$152K	0.57%	61
2019 Q4	$496K	Buy	+33,013	New	+$493K	0.46%	69

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

Beam Wealth Advisors's PGX Position: Q2 2026 in Review

Beam Wealth Advisors reduced its Invesco Preferred ETF (PGX) stake by 15% in Q2 2026, selling an estimated $130K and leaving 68,328 shares worth $741K. The position accounts for 0.16% of the portfolio, ranked #90.

Beam Wealth Advisors first reported a position in PGX in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.54M in Q2 2021. 186 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Beam Wealth Advisors held 68,328 shares of Invesco Preferred ETF worth $741K as of Q2 2026.
Beam Wealth Advisors sold 11,822 Invesco Preferred ETF shares in Q2 2026, an estimated $130K.
Invesco Preferred ETF made up 0.16% of Beam Wealth Advisors's portfolio in Q2 2026, its #90 holding.
Beam Wealth Advisors first reported a position in Invesco Preferred ETF in Q4 2019 and has held it in 27 quarters since.
Beam Wealth Advisors's Invesco Preferred ETF position peaked at $1.54M in Q2 2021.
186 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.