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Fourth Dimension Wealth’s Invesco Preferred ETF PGX Stock Holding History

Fourth Dimension 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 		$72.8K Sell
6,714
-44
-0.7% -$485 0.02% 223
2026
Q1 		$73.5K Buy
6,758
+154
+2% +$1.74K 0.03% 193
2025
Q4 		$74.2K Buy
6,604
+1
+0% +$11 0.03% 200
2025
Q3 		$76.6K Sell
6,603
-483
-7% -$5.53K 0.03% 188
2025
Q2 		$78.9K Sell
7,086
-1,907
-21% -$21K 0.03% 185
2025
Q1 		$101K Sell
8,993
-68
-0.8% -$787 0.05% 164
2024
Q4 		$104K Buy
+9,061
New +$109K 0.05% 149

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CC
Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
LPL Financial
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

Fourth Dimension Wealth's PGX Position: Q2 2026 in Review

Fourth Dimension Wealth reduced its Invesco Preferred ETF (PGX) stake by 0.65% in Q2 2026, selling an estimated $485 and leaving 6,714 shares worth $72.8K. The position accounts for 0.02% of the portfolio, ranked #223.

Fourth Dimension Wealth first reported a position in PGX in Q4 2024 and has held it in 7 quarters since. The position peaked at $104K in Q4 2024. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Fourth Dimension Wealth held 6,714 shares of Invesco Preferred ETF worth $72.8K as of Q2 2026.
  • Fourth Dimension Wealth sold 44 Invesco Preferred ETF shares in Q2 2026, an estimated $485.
  • Invesco Preferred ETF made up 0.02% of Fourth Dimension Wealth's portfolio in Q2 2026, its #223 holding.
  • Fourth Dimension Wealth first reported a position in Invesco Preferred ETF in Q4 2024 and has held it in 7 quarters since.
  • Fourth Dimension Wealth's Invesco Preferred ETF position peaked at $104K in Q4 2024.
  • 408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.