Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Invesco Preferred ETF PGX Stock Holding History

Envestnet Portfolio Solutions’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 		$182K Sell
16,752
-27
-0.2% -$298 ﹤0.01% 1364
2026
Q1 		$183K Buy
16,779
+587
+4% +$6.63K ﹤0.01% 1279
2025
Q4 		$182K Buy
16,192
+1,046
+7% +$11.9K ﹤0.01% 1468
2025
Q3 		$176K Sell
15,146
-9,370
-38% -$107K ﹤0.01% 1426
2025
Q2 		$273K Hold
24,516
– – ﹤0.01% 1383
2025
Q1 		$275K Hold
24,516
– – ﹤0.01% 1336
2024
Q4 		$283K Buy
24,516
+400
+2% +$4.81K ﹤0.01% 1531
2024
Q3 		$298K Buy
24,116
+10,994
+84% +$131K ﹤0.01% 1457
2024
Q2 		$152K Sell
13,122
-9,808
-43% -$113K ﹤0.01% 1601
2024
Q1 		$272K Sell
22,930
-925
-4% -$10.9K ﹤0.01% 1408
2023
Q4 		$274K Sell
23,855
-2,003
-8% -$21.9K ﹤0.01% 1344
2023
Q3 		$283K Buy
+25,858
New +$289K ﹤0.01% 1257

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CC
Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
LPL Financial
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

Envestnet Portfolio Solutions's PGX Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Invesco Preferred ETF (PGX) stake by 0.16% in Q2 2026, selling an estimated $298 and leaving 16,752 shares worth $182K. The position accounts for ﹤0.01% of the portfolio, ranked #1364.

Envestnet Portfolio Solutions first reported a position in PGX in Q3 2023 and has held it in 12 quarters since. The position peaked at $298K in Q3 2024. 410 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Envestnet Portfolio Solutions held 16,752 shares of Invesco Preferred ETF worth $182K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 27 Invesco Preferred ETF shares in Q2 2026, an estimated $298.
  • Invesco Preferred ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1364 holding.
  • Envestnet Portfolio Solutions first reported a position in Invesco Preferred ETF in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Invesco Preferred ETF position peaked at $298K in Q3 2024.
  • 410 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.