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

Etesian 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	$475K	Sell	43,799 -6,249	-12%	-$69K	0.14%	89
2026 Q1	$545K	Hold	50,048	–	–	0.17%	87
2025 Q4	$563K	Sell	50,048 -6,261	-11%	-$71.4K	0.18%	88
2025 Q3	$653K	Sell	56,309 -9,658	-15%	-$111K	0.22%	83
2025 Q2	$734K	Sell	65,967 -8,709	-12%	-$96K	0.27%	75
2025 Q1	$838K	Sell	74,676 -1,056	-1%	-$12.2K	0.36%	71
2024 Q4	$873K	Sell	75,732 -59,494	-44%	-$716K	0.39%	66
2024 Q3	$1.67M	Sell	135,226 -17,102	-11%	-$204K	0.76%	37
2024 Q2	$1.76M	Sell	152,328 -5,600	-4%	-$64.7K	0.99%	29
2024 Q1	$1.88M	Sell	157,928 -5,426	-3%	-$63.9K	1.08%	26
2023 Q4	$1.88M	Sell	163,354 -23,011	-12%	-$251K	1.13%	24
2023 Q3	$2.04M	Sell	186,365 -9,672	-5%	-$108K	1.37%	21
2023 Q2	$2.23M	Buy	196,037 +16,239	+9%	+$184K	1.45%	20
2023 Q1	$2.06M	Sell	179,798 -12,726	-7%	-$153K	1.37%	17
2022 Q4	$2.15M	Buy	+192,524	New	+$2.23M	1.57%	14

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

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

Etesian Wealth Advisors reduced its Invesco Preferred ETF (PGX) stake by 12% in Q2 2026, selling an estimated $69K and leaving 43,799 shares worth $475K. The position accounts for 0.14% of the portfolio, ranked #89.

Etesian Wealth Advisors first reported a position in PGX in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.23M in Q2 2023. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Etesian Wealth Advisors held 43,799 shares of Invesco Preferred ETF worth $475K as of Q2 2026.
Etesian Wealth Advisors sold 6,249 Invesco Preferred ETF shares in Q2 2026, an estimated $69K.
Invesco Preferred ETF made up 0.14% of Etesian Wealth Advisors's portfolio in Q2 2026, its #89 holding.
Etesian Wealth Advisors first reported a position in Invesco Preferred ETF in Q4 2022 and has held it in 15 quarters since.
Etesian Wealth Advisors's Invesco Preferred ETF position peaked at $2.23M in Q2 2023.
408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.