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 Q3	$11	Hold	1	–	–	﹤0.01%	1341
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

IRC

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

SIS

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

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

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

AWA

Aletheian Wealth Advisors Bellevue, Washington $249M AUM

AIC

Argus Investors Counsel New York $129M AUM 31.03% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Elevation Wealth Partners's PGX Position: Q3 2026 in Review

Elevation Wealth Partners held its Invesco Preferred ETF (PGX) position steady in Q3 2026 at 1 share worth $11. The position accounts for ﹤0.01% of the portfolio, ranked #1341.

Elevation Wealth Partners first reported a position in PGX in Q4 2023 and has held it in 6 quarters since. The position peaked at $128K in Q4 2023. 25 funds tracked by Wall St. Rank hold PGX as of Q3 2026.

Elevation Wealth Partners held 1 share of Invesco Preferred ETF worth $11 as of Q3 2026.
Elevation Wealth Partners left its Invesco Preferred ETF share count unchanged in Q3 2026.
Invesco Preferred ETF made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1341 holding.
Elevation Wealth Partners first reported a position in Invesco Preferred ETF in Q4 2023 and has held it in 6 quarters since.
Elevation Wealth Partners's Invesco Preferred ETF position peaked at $128K in Q4 2023.
25 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.