Financial Gravity Asset Management’s Invesco Preferred ETF PGX Stock Holding History

Financial Gravity Asset Management’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 Q1	$16.3K	Hold	1,500	–	–	﹤0.01%	484
2025 Q4	$16.9K	Hold	1,500	–	–	﹤0.01%	404
2025 Q3	$17.4K	Buy	+1,500	New	+$17.2K	﹤0.01%	455
2025 Q1	$16.8K	Buy	+1,500	New	+$17.4K	﹤0.01%	506
2024 Q2	$17.3K	Sell	1,500 -4,581	-75%	-$53K	﹤0.01%	409
2024 Q1	$69.7K	Sell	6,081 -563	-8%	-$6.63K	0.02%	229
2023 Q4	$76.2K	Buy	+6,644	New	+$72.5K	0.02%	219
2021 Q3	$15K	Sell	1,007 -1,323	-57%	-$20.1K	0.01%	839
2021 Q2	$35K	Buy	+2,330	New	+$35.2K	0.01%	675
2020 Q4	$9K	Buy	+610	New	+$9.15K	0.01%	187
2019 Q4	$0	Sell	9 -22,916	-100%	-$342K	﹤0.01%	1625
2019 Q3	$344K	Sell	22,925 -3,663	-14%	-$54.5K	0.3%	70
2019 Q2	$389K	Sell	26,588 -7,181	-21%	-$105K	0.32%	78
2019 Q1	$493K	Buy	+33,769	New	+$480K	0.4%	62
2018 Q3	$134K	Buy	9,590 +848	+10%	+$12.3K	0.14%	168
2018 Q2	$126K	Buy	8,742 +1,078	+14%	+$15.6K	0.12%	177
2018 Q1	$110K	Buy	+7,664	New	+$112K	0.11%	175

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $69.6M AUM 1.92% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Financial Gravity Asset Management's PGX Position: Q1 2026 in Review

Financial Gravity Asset Management held its Invesco Preferred ETF (PGX) position steady in Q1 2026 at 1,500 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Financial Gravity Asset Management first reported a position in PGX in Q1 2018 and has held it in 17 quarters since. The position peaked at $493K in Q1 2019. 416 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

Financial Gravity Asset Management held 1,500 shares of Invesco Preferred ETF worth $16.3K as of Q1 2026.
Financial Gravity Asset Management left its Invesco Preferred ETF share count unchanged in Q1 2026.
Invesco Preferred ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #484 holding.
Financial Gravity Asset Management first reported a position in Invesco Preferred ETF in Q1 2018 and has held it in 17 quarters since.
Financial Gravity Asset Management's Invesco Preferred ETF position peaked at $493K in Q1 2019.
416 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.