Fortitude Advisory Group’s Invesco Preferred ETF PGX Stock Holding History

Fortitude Advisory Group’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	$118K	Hold	10,912	–	–	0.05%	229
2026 Q1	$119K	Sell	10,912 -159	-1%	-$1.8K	0.05%	216
2025 Q4	$124K	Buy	11,071 +2	+0%	+$23	0.05%	207
2025 Q3	$128K	Buy	11,069 +3	+0%	+$34	0.07%	206
2025 Q2	$123K	Buy	11,066 +2	+0%	+$22	0.07%	206
2025 Q1	$120K	Buy	11,064 +2	+0%	+$23	0.09%	190
2024 Q4	$128K	Sell	11,062 -2,807	-20%	-$33.8K	0.08%	190
2024 Q3	$171K	Buy	13,869 +2	+0%	+$24	0.11%	194
2024 Q2	$160K	Buy	13,867 +1	+0%	+$12	0.1%	186
2024 Q1	$165K	Buy	+13,866	New	+$163K	0.09%	203
2022 Q2	–	Sell	-9,329	Closed	-$127K	–	968
2022 Q1	$127K	Buy	9,329 +4,210	+82%	+$58.6K	0.07%	298
2021 Q4	$77K	Buy	+5,119	New	+$76.3K	0.04%	419

Other funds holding PGX

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

TLP

Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $472M AUM

Plimoth Trust Plymouth, Massachusetts $501M AUM 35.9% 1-Year Est. Return

Fortitude Advisory Group's PGX Position: Q2 2026 in Review

Fortitude Advisory Group held its Invesco Preferred ETF (PGX) position steady in Q2 2026 at 10,912 shares worth $118K. The position accounts for 0.05% of the portfolio, ranked #229.

Fortitude Advisory Group first reported a position in PGX in Q4 2021 and has held it in 12 quarters since. The position peaked at $171K in Q3 2024. 168 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Fortitude Advisory Group held 10,912 shares of Invesco Preferred ETF worth $118K as of Q2 2026.
Fortitude Advisory Group left its Invesco Preferred ETF share count unchanged in Q2 2026.
Invesco Preferred ETF made up 0.05% of Fortitude Advisory Group's portfolio in Q2 2026, its #229 holding.
Fortitude Advisory Group first reported a position in Invesco Preferred ETF in Q4 2021 and has held it in 12 quarters since.
Fortitude Advisory Group's Invesco Preferred ETF position peaked at $171K in Q3 2024.
168 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.