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

Darwin 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	$1.36K	Hold	126	–	–	﹤0.01%	553
2026 Q1	$1.37K	Buy	+126	New	+$1.42K	﹤0.01%	526
2020 Q2	–	Sell	-2,950	Closed	-$38K	–	587
2020 Q1	$38K	Buy	+2,950	New	+$42.4K	0.01%	274

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

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

Darwin Wealth Management held its Invesco Preferred ETF (PGX) position steady in Q2 2026 at 126 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

Darwin Wealth Management first reported a position in PGX in Q1 2020 and has held it in 3 quarters since. The position peaked at $38K in Q1 2020. 407 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Darwin Wealth Management held 126 shares of Invesco Preferred ETF worth $1.36K as of Q2 2026.
Darwin Wealth Management left its Invesco Preferred ETF share count unchanged in Q2 2026.
Invesco Preferred ETF made up ﹤0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #553 holding.
Darwin Wealth Management first reported a position in Invesco Preferred ETF in Q1 2020 and has held it in 3 quarters since.
Darwin Wealth Management's Invesco Preferred ETF position peaked at $38K in Q1 2020.
407 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.