Buck Wealth Strategies’s Invesco Preferred ETF PGX Stock Holding History

Buck Wealth Strategies’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	$89.9K	Sell	8,298 -1,767	-18%	-$19.5K	0.01%	270
2026 Q1	$110K	Sell	10,065 -148,464	-94%	-$1.68M	0.01%	166
2025 Q4	$1.78M	Buy	158,529 +144,973	+1,069%	+$1.65M	0.23%	52
2025 Q3	$157K	Sell	13,556 -161,382	-92%	-$1.85M	0.02%	169
2025 Q2	$1.95M	Buy	174,938 +62,134	+55%	+$685K	0.3%	51
2025 Q1	$1.27M	Buy	+112,804	New	+$1.31M	0.23%	56
2024 Q2	–	Sell	-34,560	Closed	-$411K	–	102
2024 Q1	$411K	Buy	+34,560	New	+$407K	0.14%	63

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

Buck Wealth Strategies's PGX Position: Q2 2026 in Review

Buck Wealth Strategies reduced its Invesco Preferred ETF (PGX) stake by 18% in Q2 2026, selling an estimated $19.5K and leaving 8,298 shares worth $89.9K. The position accounts for 0.01% of the portfolio, ranked #270.

Buck Wealth Strategies first reported a position in PGX in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.95M in Q2 2025. 407 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Buck Wealth Strategies held 8,298 shares of Invesco Preferred ETF worth $89.9K as of Q2 2026.
Buck Wealth Strategies sold 1,767 Invesco Preferred ETF shares in Q2 2026, an estimated $19.5K.
Invesco Preferred ETF made up 0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #270 holding.
Buck Wealth Strategies first reported a position in Invesco Preferred ETF in Q1 2024 and has held it in 7 quarters since.
Buck Wealth Strategies's Invesco Preferred ETF position peaked at $1.95M in Q2 2025.
407 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.