Cherry Tree Wealth Management’s Invesco Preferred ETF PGX Stock Holding History

Cherry Tree 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 Q3	$201K	Sell	19,974 -35,699	-64%	-$379K	0.04%	164
2026 Q2	$604K	Sell	55,673 -9,453	-15%	-$104K	0.11%	89
2026 Q1	$709K	Sell	65,126 -4,476	-6%	-$50.6K	0.15%	83
2025 Q4	$782K	Sell	69,602 -14,763	-17%	-$168K	0.17%	80
2025 Q3	$979K	Sell	84,365 -39,018	-32%	-$447K	0.21%	71
2025 Q2	$1.37M	Sell	123,383 -7,737	-6%	-$85.3K	0.32%	59
2025 Q1	$1.47M	Sell	131,120 -364,752	-74%	-$4.22M	0.35%	54
2024 Q4	$5.72M	Buy	495,872 +4,135	+0.8%	+$49.7K	1.42%	20
2024 Q3	$6.07M	Buy	491,737 +3,959	+0.8%	+$47.2K	1.44%	20
2024 Q2	$5.63M	Sell	487,778 -12,046	-2%	-$139K	1.42%	21
2024 Q1	$5.94M	Buy	499,824 +1,315	+0.3%	+$15.5K	1.49%	21
2023 Q4	$5.72M	Buy	498,509 +41,490	+9%	+$453K	1.53%	22
2023 Q3	$5M	Buy	457,019 +27,003	+6%	+$302K	1.47%	23
2023 Q2	$4.89M	Buy	+430,016	New	+$4.88M	1.42%	23

Other funds holding PGX

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

CFG

Compass Financial Group Dublin, Ohio $151M AUM 8.97% 1-Year Est. Return

First Hawaiian Bank Honolulu, Hawaii $826M AUM 13.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return

First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return

Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

Cherry Tree Wealth Management's PGX Position: Q3 2026 in Review

Cherry Tree Wealth Management reduced its Invesco Preferred ETF (PGX) stake by 64% in Q3 2026, selling an estimated $379K and leaving 19,974 shares worth $201K. The position accounts for 0.04% of the portfolio, ranked #164.

Cherry Tree Wealth Management first reported a position in PGX in Q2 2023 and has held it in 14 quarters since. The position peaked at $6.07M in Q3 2024. 99 funds tracked by Wall St. Rank hold PGX as of Q3 2026.

Cherry Tree Wealth Management held 19,974 shares of Invesco Preferred ETF worth $201K as of Q3 2026.
Cherry Tree Wealth Management sold 35,699 Invesco Preferred ETF shares in Q3 2026, an estimated $379K.
Invesco Preferred ETF made up 0.04% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #164 holding.
Cherry Tree Wealth Management first reported a position in Invesco Preferred ETF in Q2 2023 and has held it in 14 quarters since.
Cherry Tree Wealth Management's Invesco Preferred ETF position peaked at $6.07M in Q3 2024.
99 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.