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 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 $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

Consultiva Wealth Management held its Invesco Preferred ETF (PGX) position steady in Q1 2026 at 8,093 shares worth $88.1K. The position accounts for 0.26% of the portfolio, ranked #63.

Consultiva Wealth Management first reported a position in PGX in Q3 2023 and has held it in 10 quarters since. The position peaked at $99.9K in Q3 2024. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

Consultiva Wealth Management held 8,093 shares of Invesco Preferred ETF worth $88.1K as of Q1 2026.
Consultiva Wealth Management left its Invesco Preferred ETF share count unchanged in Q1 2026.
Invesco Preferred ETF made up 0.26% of Consultiva Wealth Management's portfolio in Q1 2026, its #63 holding.
Consultiva Wealth Management first reported a position in Invesco Preferred ETF in Q3 2023 and has held it in 10 quarters since.
Consultiva Wealth Management's Invesco Preferred ETF position peaked at $99.9K in Q3 2024.
413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

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