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

EverSource 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	$41.1K	Sell	3,790 -1,647	-30%	-$18.2K	﹤0.01%	1903
2026 Q1	$59.2K	Sell	5,437 -566	-9%	-$6.4K	﹤0.01%	1768
2025 Q4	$67.5K	Buy	6,003 +2,903	+94%	+$33.1K	﹤0.01%	1543
2025 Q3	$36K	Hold	3,100	–	–	﹤0.01%	1946
2025 Q2	$34.5K	Hold	3,100	–	–	﹤0.01%	1875
2025 Q1	$34.8K	Hold	3,100	–	–	﹤0.01%	1416
2024 Q4	$35.7K	Sell	3,100 -33	-1%	-$397	﹤0.01%	1338
2024 Q3	$38.7K	Buy	3,133 +33	+1%	+$394	﹤0.01%	1178
2024 Q2	$36K	Buy	3,100 +400	+15%	+$4.62K	﹤0.01%	1249
2024 Q1	$30.6K	Sell	2,700 -442	-14%	-$5.21K	﹤0.01%	1181
2023 Q4	$36K	Buy	3,142 +442	+16%	+$4.82K	﹤0.01%	1022
2023 Q3	$29.6K	Sell	2,700 -2,348	-47%	-$26.3K	﹤0.01%	989
2023 Q2	$57.4K	Sell	5,048 -3,300	-40%	-$37.4K	0.01%	786
2023 Q1	$95.8K	Sell	8,348 -442	-5%	-$5.3K	0.01%	554
2022 Q4	$98.3K	Sell	8,790 -56,225	-86%	-$650K	0.01%	515
2022 Q3	$772K	Buy	65,015 +64,662	+18,318%	+$814K	0.18%	111
2022 Q2	$4K	Buy	+353	New	+$4.44K	﹤0.01%	1338

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

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

EverSource Wealth Advisors reduced its Invesco Preferred ETF (PGX) stake by 30% in Q2 2026, selling an estimated $18.2K and leaving 3,790 shares worth $41.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1903.

EverSource Wealth Advisors first reported a position in PGX in Q2 2022 and has held it in 17 quarters since. The position peaked at $772K in Q3 2022. 407 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

EverSource Wealth Advisors held 3,790 shares of Invesco Preferred ETF worth $41.1K as of Q2 2026.
EverSource Wealth Advisors sold 1,647 Invesco Preferred ETF shares in Q2 2026, an estimated $18.2K.
Invesco Preferred ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1903 holding.
EverSource Wealth Advisors first reported a position in Invesco Preferred ETF in Q2 2022 and has held it in 17 quarters since.
EverSource Wealth Advisors's Invesco Preferred ETF position peaked at $772K in Q3 2022.
407 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.