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 Q2	–	Sell	-79	Closed	-$860	–	847
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 $1.55T 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

Curio Wealth's PGX Position: Q2 2026 in Review

Curio Wealth sold out of Invesco Preferred ETF (PGX) in Q2 2026, closing a stake of 79 shares — an estimated $860 sold.

Curio Wealth first reported a position in PGX in Q4 2025 and held it in 2 quarters. The position peaked at $860 in Q1 2026. 410 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Curio Wealth reported no remaining Invesco Preferred ETF position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 79 Invesco Preferred ETF shares in Q2 2026, an estimated $860.
Curio Wealth first reported a position in Invesco Preferred ETF in Q4 2025 and held it in 2 quarters.
Curio Wealth's Invesco Preferred ETF position peaked at $860 in Q1 2026.
410 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.