Evoke Wealth’s Invesco Preferred ETF PGX Stock Holding History

Evoke Wealth’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	–	Sell	-19,848	Closed	-$216K	–	475
2026 Q1	$216K	Hold	19,848	–	–	﹤0.01%	640
2025 Q4	$223K	Hold	19,848	–	–	﹤0.01%	605
2025 Q3	$230K	Hold	19,848	–	–	﹤0.01%	570
2025 Q2	$221K	Hold	19,848	–	–	0.01%	541
2025 Q1	$223K	Hold	19,848	–	–	0.01%	401
2024 Q4	$229K	Hold	19,848	–	–	0.01%	389
2024 Q3	$245K	Buy	+19,848	New	+$237K	0.01%	365
2024 Q2	–	Sell	-19,848	Closed	-$236K	–	316
2024 Q1	$236K	Buy	+19,848	New	+$234K	0.01%	352
2023 Q4	–	Sell	-30,316	Closed	-$332K	–	284
2023 Q3	$332K	Buy	30,316 +10,468	+53%	+$117K	0.01%	282
2023 Q2	$226K	Hold	19,848	–	–	0.01%	322
2023 Q1	$228K	Hold	19,848	–	–	0.01%	310
2022 Q4	$222K	Buy	19,848 +15,228	+330%	+$176K	0.01%	324
2022 Q3	$55K	Hold	4,620	–	–	﹤0.01%	504
2022 Q2	$57K	Hold	4,620	–	–	﹤0.01%	501
2022 Q1	$63K	Hold	4,620	–	–	﹤0.01%	491
2021 Q4	$69K	Hold	4,620	–	–	﹤0.01%	492
2021 Q3	$69K	Hold	4,620	–	–	﹤0.01%	471
2021 Q2	$71K	Hold	4,620	–	–	﹤0.01%	487
2021 Q1	$69K	Sell	4,620 -63	-1%	-$937	﹤0.01%	418
2020 Q4	$71K	Hold	4,683	–	–	﹤0.01%	328
2020 Q3	$69K	Buy	4,683 +2,802	+149%	+$41.1K	0.01%	320
2020 Q2	$27K	Buy	1,881 +62	+3%	+$869	﹤0.01%	430
2020 Q1	$23.9K	Buy	+1,819	New	+$26.2K	﹤0.01%	415
2019 Q4	–	Sell	-1,818	Closed	-$27.3K	–	1413
2019 Q3	$27.3K	Buy	+1,818	New	+$27.1K	﹤0.01%	583

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

Evoke Wealth's PGX Position: Q2 2026 in Review

Evoke Wealth sold out of Invesco Preferred ETF (PGX) in Q2 2026, closing a stake of 19,848 shares — an estimated $216K sold.

Evoke Wealth first reported a position in PGX in Q3 2019 and held it in 24 quarters. The position peaked at $332K in Q3 2023. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Evoke Wealth reported no remaining Invesco Preferred ETF position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 19,848 Invesco Preferred ETF shares in Q2 2026, an estimated $216K.
Evoke Wealth first reported a position in Invesco Preferred ETF in Q3 2019 and held it in 24 quarters.
Evoke Wealth's Invesco Preferred ETF position peaked at $332K in Q3 2023.
408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.