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Christensen King & Associates Investment Services’s Invesco Preferred ETF PGX Stock Holding History

Christensen King & Associates Investment Services’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 		$575K Sell
53,075
-1,064
-2% -$11.7K 0.23% 55
2026
Q1 		$589K Sell
54,139
-1,140
-2% -$12.9K 0.25% 55
2025
Q4 		$621K Buy
55,279
+26
+0% +$296 0.27% 53
2025
Q3 		$641K Sell
55,253
-621
-1% -$7.11K 0.28% 51
2025
Q2 		$622K Buy
55,874
+11,039
+25% +$122K 0.29% 51
2025
Q1 		$515K Buy
44,835
+330
+0.7% +$3.82K 0.24% 56
2024
Q4 		$512K Buy
44,505
+3,058
+7% +$36.8K 0.24% 56
2024
Q3 		$512K Sell
41,447
-1,546
-4% -$18.4K 0.24% 53
2024
Q2 		$497K Sell
42,993
-406
-0.9% -$4.69K 0.25% 54
2024
Q1 		$516K Sell
43,399
-5,187
-11% -$61.1K 0.26% 54
2023
Q4 		$557K Buy
+48,586
New +$530K 0.3% 49

Other funds holding PGX

LPL Financial
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
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
SA
Stonebridge Advisors Wilton, Connecticut $83M AUM 1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
MWM
Manske Wealth Management Houston, Texas $403M AUM 27.32% 1-Year Est. Return

Christensen King & Associates Investment Services's PGX Position: Q2 2026 in Review

Christensen King & Associates Investment Services reduced its Invesco Preferred ETF (PGX) stake by 2% in Q2 2026, selling an estimated $11.7K and leaving 53,075 shares worth $575K. The position accounts for 0.23% of the portfolio, ranked #55.

Christensen King & Associates Investment Services first reported a position in PGX in Q4 2023 and has held it in 11 quarters since. The position peaked at $641K in Q3 2025. 253 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Christensen King & Associates Investment Services held 53,075 shares of Invesco Preferred ETF worth $575K as of Q2 2026.
  • Christensen King & Associates Investment Services sold 1,064 Invesco Preferred ETF shares in Q2 2026, an estimated $11.7K.
  • Invesco Preferred ETF made up 0.23% of Christensen King & Associates Investment Services's portfolio in Q2 2026, its #55 holding.
  • Christensen King & Associates Investment Services first reported a position in Invesco Preferred ETF in Q4 2023 and has held it in 11 quarters since.
  • Christensen King & Associates Investment Services's Invesco Preferred ETF position peaked at $641K in Q3 2025.
  • 253 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Christensen King & Associates Investment Services's 13F filing for Q2 2026, filed 14 Jul 2026.