Coastwise Capital Group’s Invesco Preferred ETF PGX Stock Holding History

Coastwise Capital Group’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	$572K	Buy	52,802 +535	+1%	+$5.9K	0.33%	68
2026 Q1	$569K	Buy	52,267 +113	+0.2%	+$1.28K	0.32%	66
2025 Q4	$586K	Buy	52,154 +572	+1%	+$6.52K	0.29%	72
2025 Q3	$598K	Sell	51,582 -2,406	-4%	-$27.6K	0.42%	57
2025 Q2	$601K	Sell	53,988 -3,006	-5%	-$33.1K	0.48%	54
2025 Q1	$639K	Sell	56,994 -1,293	-2%	-$15K	0.54%	51
2024 Q4	$672K	Sell	58,287 -7,067	-11%	-$85K	0.54%	48
2024 Q3	$807K	Sell	65,354 -396	-0.6%	-$4.73K	0.66%	39
2024 Q2	$759K	Sell	65,750 -6,333	-9%	-$73.2K	0.72%	38
2024 Q1	$856K	Buy	72,083 +635	+0.9%	+$7.48K	0.79%	35
2023 Q4	$820K	Sell	71,448 -14,212	-17%	-$155K	0.84%	36
2023 Q3	$938K	Sell	85,660 -1,427	-2%	-$16K	1.07%	25
2023 Q2	$990K	Buy	87,087 +1,427	+2%	+$16.2K	1.12%	24
2023 Q1	$983K	Sell	85,660 -7,866	-8%	-$94.4K	1.12%	27
2022 Q4	$1.05M	Sell	93,526 -2,269	-2%	-$26.2K	1.24%	21
2022 Q3	$1.14M	Sell	95,795 -2,055	-2%	-$25.9K	1.8%	16
2022 Q2	$1.21M	Buy	97,850 +1,293	+1%	+$16.3K	1.47%	17
2022 Q1	$1.31M	Buy	+96,557	New	+$1.34M	1.63%	14

Other funds holding PGX

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $472M AUM

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

Brighton Securities Rochester, New York $233M AUM 15.96% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Coastwise Capital Group's PGX Position: Q2 2026 in Review

Coastwise Capital Group increased its Invesco Preferred ETF (PGX) stake by 1% in Q2 2026, buying an estimated $5.9K and bringing the position to 52,802 shares worth $572K. The position accounts for 0.33% of the portfolio, ranked #68.

Coastwise Capital Group first reported a position in PGX in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.31M in Q1 2022. 94 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Coastwise Capital Group held 52,802 shares of Invesco Preferred ETF worth $572K as of Q2 2026.
Coastwise Capital Group bought 535 Invesco Preferred ETF shares in Q2 2026, an estimated $5.9K.
Invesco Preferred ETF made up 0.33% of Coastwise Capital Group's portfolio in Q2 2026, its #68 holding.
Coastwise Capital Group first reported a position in Invesco Preferred ETF in Q1 2022 and has held it in 18 quarters since.
Coastwise Capital Group's Invesco Preferred ETF position peaked at $1.31M in Q1 2022.
94 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.