Curio Wealth’s Invesco Preferred ETF PGX Stock Holding History

Curio Wealth’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	$860	Buy	79 +59	+295%	+$667	﹤0.01%	406
2025 Q4	$225	Buy	+20	New	+$228	﹤0.01%	422

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

Curio Wealth's PGX Position: Q1 2026 in Review

Curio Wealth increased its Invesco Preferred ETF (PGX) stake by 295% in Q1 2026, buying an estimated $667 and bringing the position to 79 shares worth $860. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Curio Wealth first reported a position in PGX in Q4 2025 and has held it in 2 quarters since. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

Curio Wealth held 79 shares of Invesco Preferred ETF worth $860 as of Q1 2026.
Curio Wealth bought 59 Invesco Preferred ETF shares in Q1 2026, an estimated $667.
Invesco Preferred ETF made up ﹤0.01% of Curio Wealth's portfolio in Q1 2026, its #406 holding.
Curio Wealth first reported a position in Invesco Preferred ETF in Q4 2025 and has held it in 2 quarters since.
413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Curio Wealth's 13F filing for Q1 2026, filed 12 May 2026.