Diversify Advisory Services’s Invesco Preferred ETF PGX Stock Holding History

Diversify Advisory Services’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 Q3	–	Sell	-10,155	Closed	-$109K	–	1355
2026 Q2	$109K	Buy	+10,155	New	+$112K	﹤0.01%	1220
2024 Q4	–	Sell	-17,052	Closed	-$210K	–	673
2024 Q3	$210K	Buy	17,052 +4,867	+40%	+$58.1K	0.01%	594
2024 Q2	$141K	Sell	12,185 -5,639	-32%	-$65.2K	0.01%	614
2024 Q1	$212K	Buy	+17,824	New	+$210K	0.01%	601

Other funds holding PGX

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

CFG

Compass Financial Group Dublin, Ohio $151M AUM 8.97% 1-Year Est. Return

First Hawaiian Bank Honolulu, Hawaii $826M AUM 13.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return

First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return

Wealth Advisory Solutions Indiianapolis, Indiana $484M AUM 15.98% 1-Year Est. Return

Diversify Advisory Services's PGX Position: Q3 2026 in Review

Diversify Advisory Services sold out of Invesco Preferred ETF (PGX) in Q3 2026, closing a stake of 10,155 shares — an estimated $109K sold.

Diversify Advisory Services first reported a position in PGX in Q1 2024 and held it in 4 quarters. The position peaked at $212K in Q1 2024. 70 funds tracked by Wall St. Rank hold PGX as of Q3 2026.

Diversify Advisory Services reported no remaining Invesco Preferred ETF position as of Q3 2026 after selling out during the quarter.
Diversify Advisory Services sold 10,155 Invesco Preferred ETF shares in Q3 2026, an estimated $109K.
Diversify Advisory Services first reported a position in Invesco Preferred ETF in Q1 2024 and held it in 4 quarters.
Diversify Advisory Services's Invesco Preferred ETF position peaked at $212K in Q1 2024.
70 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.