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

Cedar 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	-4,429	Closed	-$49.8K	–	193
2025 Q4	$49.8K	Hold	4,429	–	–	0.01%	122
2025 Q3	$51.4K	Hold	4,429	–	–	0.02%	121
2025 Q2	$49.3K	Hold	4,429	–	–	0.02%	119
2025 Q1	$49.7K	Hold	4,429	–	–	0.02%	115
2024 Q4	$51.1K	Hold	4,429	–	–	0.02%	107
2024 Q3	$54.7K	Hold	4,429	–	–	0.02%	151
2024 Q2	$51.2K	Hold	4,429	–	–	0.02%	160
2024 Q1	$52.6K	Sell	4,429 -200	-4%	-$2.36K	0.02%	165
2023 Q4	$53.1K	Hold	4,629	–	–	0.02%	156
2023 Q3	$50.7K	Hold	4,629	–	–	0.02%	155
2023 Q2	$52.6K	Hold	4,629	–	–	0.02%	154
2023 Q1	$53.1K	Hold	4,629	–	–	0.02%	151
2022 Q4	$51.8K	Hold	4,629	–	–	0.03%	142
2022 Q3	$55K	Hold	4,629	–	–	0.03%	158
2022 Q2	$57K	Hold	4,629	–	–	0.03%	160
2022 Q1	$63K	Hold	4,629	–	–	0.03%	173
2021 Q4	$69K	Hold	4,629	–	–	0.03%	166
2021 Q3	$70K	Hold	4,629	–	–	0.03%	144
2021 Q2	$71K	Hold	4,629	–	–	0.03%	151
2021 Q1	$69K	Hold	4,629	–	–	0.03%	142
2020 Q4	$71K	Hold	4,629	–	–	0.04%	123
2020 Q3	$68K	Hold	4,629	–	–	0.04%	118
2020 Q2	$65K	Hold	4,629	–	–	0.04%	118
2020 Q1	$61K	Buy	+4,629	New	+$66.6K	0.04%	116

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

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

Cedar Wealth Management sold out of Invesco Preferred ETF (PGX) in Q1 2026, closing a stake of 4,429 shares — an estimated $49.8K sold.

Cedar Wealth Management first reported a position in PGX in Q1 2020 and held it in 24 quarters. The position peaked at $71K in Q2 2021. 416 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

Cedar Wealth Management reported no remaining Invesco Preferred ETF position as of Q1 2026 after selling out during the quarter.
Cedar Wealth Management sold 4,429 Invesco Preferred ETF shares in Q1 2026, an estimated $49.8K.
Cedar Wealth Management first reported a position in Invesco Preferred ETF in Q1 2020 and held it in 24 quarters.
Cedar Wealth Management's Invesco Preferred ETF position peaked at $71K in Q2 2021.
416 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Cedar Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.