EP Wealth Advisors’s Invesco Preferred ETF PGX Stock Holding History

EP Wealth Advisors’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	$101K	Buy	+9,359	New	+$103K	﹤0.01%	1672
2025 Q1	–	Sell	-12,061	Closed	-$139K	–	1351
2024 Q4	$139K	Buy	+12,061	New	+$145K	﹤0.01%	1156
2024 Q2	–	Sell	-19,401	Closed	-$230K	–	882
2024 Q1	$230K	Buy	+19,401	New	+$229K	﹤0.01%	703
2020 Q1	–	Sell	-10,312	Closed	-$155K	–	416
2019 Q4	$155K	Buy	+10,312	New	+$154K	0.01%	406

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

EP Wealth Advisors's PGX Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Invesco Preferred ETF (PGX) in Q2 2026: 9,359 shares worth $101K. The stake represents ﹤0.01% of the portfolio and ranks #1672 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in PGX as recently as Q4 2024.

EP Wealth Advisors first reported a position in PGX in Q4 2019 and has held it in 4 quarters since. The position peaked at $230K in Q1 2024. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

EP Wealth Advisors held 9,359 shares of Invesco Preferred ETF worth $101K as of Q2 2026.
Invesco Preferred ETF was a new EP Wealth Advisors position in Q2 2026.
Invesco Preferred ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1672 holding.
EP Wealth Advisors first reported a position in Invesco Preferred ETF in Q4 2019 and has held it in 4 quarters since.
EP Wealth Advisors's Invesco Preferred ETF position peaked at $230K in Q1 2024.
408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.