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

Consultiva 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 Q2	$87.7K	Hold	8,093	–	–	0.2%	72
2026 Q1	$88.1K	Hold	8,093	–	–	0.26%	63
2025 Q4	$91K	Hold	8,093	–	–	0.26%	61
2025 Q3	$93.9K	Hold	8,093	–	–	0.26%	63
2025 Q2	$90.1K	Hold	8,093	–	–	0.28%	63
2025 Q1	$90.8K	Hold	8,093	–	–	0.31%	60
2024 Q4	$93.3K	Hold	8,093	–	–	0.47%	36
2024 Q3	$99.9K	Hold	8,093	–	–	0.8%	13
2024 Q2	$93.5K	Hold	8,093	–	–	0.85%	13
2024 Q1	$96.1K	Buy	+8,093	New	+$95.4K	0.9%	12
2023 Q3	$88.6K	Buy	+8,093	New	+$90.5K	2.27%	8

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

Consultiva Wealth Management's PGX Position: Q2 2026 in Review

Consultiva Wealth Management held its Invesco Preferred ETF (PGX) position steady in Q2 2026 at 8,093 shares worth $87.7K. The position accounts for 0.2% of the portfolio, ranked #72.

Consultiva Wealth Management first reported a position in PGX in Q3 2023 and has held it in 11 quarters since. The position peaked at $99.9K in Q3 2024. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Consultiva Wealth Management held 8,093 shares of Invesco Preferred ETF worth $87.7K as of Q2 2026.
Consultiva Wealth Management left its Invesco Preferred ETF share count unchanged in Q2 2026.
Invesco Preferred ETF made up 0.2% of Consultiva Wealth Management's portfolio in Q2 2026, its #72 holding.
Consultiva Wealth Management first reported a position in Invesco Preferred ETF in Q3 2023 and has held it in 11 quarters since.
Consultiva Wealth Management's Invesco Preferred ETF position peaked at $99.9K in Q3 2024.
408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.