Friedenthal Financial’s Invesco Preferred ETF PGX Stock Holding History

Friedenthal Financial’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	$316K	Buy	29,121 +148	+0.5%	+$1.63K	0.15%	101
2026 Q1	$315K	Sell	28,973 -78	-0.3%	-$882	0.16%	95
2025 Q4	$327K	Buy	29,051 +1,158	+4%	+$13.2K	0.17%	98
2025 Q3	$324K	Sell	27,893 -1,023	-4%	-$11.7K	0.17%	94
2025 Q2	$322K	Sell	28,916 -24	-0.1%	-$264	0.18%	95
2025 Q1	$325K	Sell	28,940 -2,680	-8%	-$31K	0.19%	90
2024 Q4	$365K	Sell	31,620 -7,442	-19%	-$89.5K	0.21%	97
2024 Q3	$482K	Sell	39,062 -130	-0.3%	-$1.55K	0.28%	93
2024 Q2	$453K	Buy	39,192 +2,031	+5%	+$23.5K	0.28%	91
2024 Q1	$441K	Sell	37,161 -1,642	-4%	-$19.3K	0.27%	94
2023 Q4	$445K	Buy	38,803 +118	+0.3%	+$1.29K	0.29%	92
2023 Q3	$424K	Buy	38,685 +5,967	+18%	+$66.7K	0.29%	96
2023 Q2	$372K	Buy	32,718 +722	+2%	+$8.19K	0.25%	96
2023 Q1	$367K	Sell	31,996 -1,173	-4%	-$14.1K	0.26%	92
2022 Q4	$371K	Sell	33,169 -119	-0.4%	-$1.38K	0.26%	93
2022 Q3	$395K	Buy	33,288 +653	+2%	+$8.22K	0.28%	53
2022 Q2	$403K	Buy	32,635 +157	+0.5%	+$1.97K	0.26%	51
2022 Q1	$441K	Sell	32,478 -151	-0.5%	-$2.1K	0.26%	46
2021 Q4	$489K	Buy	32,629 +651	+2%	+$9.7K	0.3%	48
2021 Q3	$481K	Buy	31,978 +1,673	+6%	+$25.4K	0.28%	44
2021 Q2	$464K	Buy	30,305 +3,223	+12%	+$48.7K	0.28%	48
2021 Q1	$406K	Buy	27,082 +1,599	+6%	+$23.8K	0.3%	44
2020 Q4	$387K	Sell	25,483 -15,080	-37%	-$226K	0.29%	43
2020 Q3	$597K	Sell	40,563 -10,126	-20%	-$149K	0.48%	40
2020 Q2	$716K	Buy	+50,689	New	+$710K	0.61%	34
2020 Q1	–	Sell	-68,438	Closed	-$1.03M	–	51
2019 Q4	$1.03M	Sell	68,438 -279,749	-80%	-$4.18M	0.78%	31
2019 Q3	$5.23M	Sell	348,187 -261,568	-43%	-$3.89M	4.11%	8
2019 Q2	$8.92M	Buy	609,755 +7,520	+1%	+$110K	7.66%	2
2019 Q1	$8.73M	Buy	602,235 +546,543	+981%	+$7.77M	7.48%	2
2018 Q4	$750K	Sell	55,692 -179	-0.3%	-$2.47K	0.7%	32
2018 Q3	$800K	Buy	+55,871	New	+$811K	0.66%	36
2018 Q2	–	Sell	-52,104	Closed	-$761K	–	71
2018 Q1	$761K	Buy	52,104 +6,487	+14%	+$94.6K	0.65%	38
2017 Q4	$678K	Buy	45,617 +1,998	+5%	+$29.9K	0.6%	39
2017 Q3	$656K	Buy	43,619 +463	+1%	+$6.98K	0.59%	37
2017 Q2	$652K	Buy	43,156 +1,412	+3%	+$21.2K	0.61%	36
2017 Q1	$619K	Buy	41,744 +116	+0.3%	+$1.7K	0.57%	37
2016 Q4	$592K	Sell	41,628 -35,949	-46%	-$524K	0.54%	38
2016 Q3	$1.17M	Sell	77,577 -1,212	-2%	-$18.5K	1.02%	23
2016 Q2	$1.2M	Sell	78,789 -124,983	-61%	-$1.88M	1.04%	22
2016 Q1	$3.05M	Hold	203,772	–	–	2.79%	10
2015 Q4	$3.05M	Buy	203,772 +9,853	+5%	+$145K	2.76%	10
2015 Q3	$2.83M	Buy	193,919 +61,394	+46%	+$898K	2.54%	8
2015 Q2	$1.93M	Buy	132,525 +3,190	+2%	+$47K	1.67%	13
2015 Q1	$1.93M	Sell	129,335 -32,904	-20%	-$487K	1.63%	14
2014 Q4	$2.38M	Buy	162,239 +86,518	+114%	+$1.26M	2.03%	14
2014 Q3	$1.09M	Buy	75,721 +11,941	+19%	+$173K	0.93%	18
2014 Q2	$933K	Buy	63,780 +52,530	+467%	+$758K	0.76%	20
2014 Q1	$160K	Buy	+11,250	New	+$157K	0.14%	34

Other funds holding PGX

CSP

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

IRC

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

Brighton Securities Rochester, New York $233M AUM 15.96% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

Friedenthal Financial's PGX Position: Q2 2026 in Review

Friedenthal Financial increased its Invesco Preferred ETF (PGX) stake by 0.51% in Q2 2026, buying an estimated $1.63K and bringing the position to 29,121 shares worth $316K. The position accounts for 0.15% of the portfolio, ranked #101.

Friedenthal Financial first reported a position in PGX in Q1 2014 and has held it in 48 quarters since. The position peaked at $8.92M in Q2 2019. 73 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Friedenthal Financial held 29,121 shares of Invesco Preferred ETF worth $316K as of Q2 2026.
Friedenthal Financial bought 148 Invesco Preferred ETF shares in Q2 2026, an estimated $1.63K.
Invesco Preferred ETF made up 0.15% of Friedenthal Financial's portfolio in Q2 2026, its #101 holding.
Friedenthal Financial first reported a position in Invesco Preferred ETF in Q1 2014 and has held it in 48 quarters since.
Friedenthal Financial's Invesco Preferred ETF position peaked at $8.92M in Q2 2019.
73 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Friedenthal Financial's 13F filing for Q2 2026, filed 13 Jul 2026.