Elevation Wealth Partners’s Invesco Preferred ETF PGX Stock Holding History

Elevation Wealth Partners’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	$12	Hold	1	–	–	﹤0.01%	1304
2026 Q1	$12	Hold	1	–	–	﹤0.01%	1073
2025 Q4	$12	Hold	1	–	–	﹤0.01%	954
2025 Q3	$12	Buy	+1	New	+$11	﹤0.01%	867
2024 Q1	–	Sell	-11,705	Closed	-$128K	–	496
2023 Q4	$128K	Buy	+11,705	New	+$128K	0.08%	132

Other funds holding PGX

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

TLP

Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $472M AUM

Plimoth Trust Plymouth, Massachusetts $501M AUM 35.9% 1-Year Est. Return

Elevation Wealth Partners's PGX Position: Q2 2026 in Review

Elevation Wealth Partners held its Invesco Preferred ETF (PGX) position steady in Q2 2026 at 1 share worth $12. The position accounts for ﹤0.01% of the portfolio, ranked #1304.

Elevation Wealth Partners first reported a position in PGX in Q4 2023 and has held it in 5 quarters since. The position peaked at $128K in Q4 2023. 171 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Elevation Wealth Partners held 1 share of Invesco Preferred ETF worth $12 as of Q2 2026.
Elevation Wealth Partners left its Invesco Preferred ETF share count unchanged in Q2 2026.
Invesco Preferred ETF made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1304 holding.
Elevation Wealth Partners first reported a position in Invesco Preferred ETF in Q4 2023 and has held it in 5 quarters since.
Elevation Wealth Partners's Invesco Preferred ETF position peaked at $128K in Q4 2023.
171 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.