BlueDoor Private Wealth’s Invesco Preferred ETF PGX Stock Holding History

BlueDoor Private Wealth’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	$109K	Hold	10,030	–	–	0.05%	160
2026 Q1	$109K	Hold	10,030	–	–	0.05%	147
2025 Q4	$113K	Buy	+10,030	New	+$114K	0.05%	145

Other funds holding PGX

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

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

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

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

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

Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

SAMC

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

BlueDoor Private Wealth's PGX Position: Q2 2026 in Review

BlueDoor Private Wealth held its Invesco Preferred ETF (PGX) position steady in Q2 2026 at 10,030 shares worth $109K. The position accounts for 0.05% of the portfolio, ranked #160.

BlueDoor Private Wealth first reported a position in PGX in Q4 2025 and has held it in 3 quarters since. The position peaked at $113K in Q4 2025. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

BlueDoor Private Wealth held 10,030 shares of Invesco Preferred ETF worth $109K as of Q2 2026.
BlueDoor Private Wealth left its Invesco Preferred ETF share count unchanged in Q2 2026.
Invesco Preferred ETF made up 0.05% of BlueDoor Private Wealth's portfolio in Q2 2026, its #160 holding.
BlueDoor Private Wealth first reported a position in Invesco Preferred ETF in Q4 2025 and has held it in 3 quarters since.
BlueDoor Private Wealth's Invesco Preferred ETF position peaked at $113K in Q4 2025.
408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on BlueDoor Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.