GWP
PGX icon

Gateway Wealth Partners’s Invesco Preferred ETF PGX Stock Holding History

Gateway Wealth Partners’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
-26,316
Closed -$286K – 902
2026
Q1 		$286K Buy
26,316
+12,045
+84% +$136K 0.01% 778
2025
Q4 		$160K Buy
14,271
+3,310
+30% +$37.7K 0.02% 452
2025
Q3 		$127K Buy
10,961
+52
+0.5% +$596 0.02% 407
2025
Q2 		$121K Sell
10,909
-58,190
-84% -$641K 0.02% 354
2025
Q1 		$775K Buy
69,099
+8,439
+14% +$97.6K 0.17% 131
2024
Q4 		$699K Buy
60,660
+5,360
+10% +$64.5K 0.18% 126
2024
Q3 		$683K Buy
55,300
+3,530
+7% +$42.1K 0.19% 115
2024
Q2 		$598K Buy
+51,770
New +$598K 0.18% 133

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

Gateway Wealth Partners's PGX Position: Q2 2026 in Review

Gateway Wealth Partners sold out of Invesco Preferred ETF (PGX) in Q2 2026, closing a stake of 26,316 shares — an estimated $286K sold.

Gateway Wealth Partners first reported a position in PGX in Q2 2024 and held it in 8 quarters. The position peaked at $775K in Q1 2025. 407 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Gateway Wealth Partners reported no remaining Invesco Preferred ETF position as of Q2 2026 after selling out during the quarter.
  • Gateway Wealth Partners sold 26,316 Invesco Preferred ETF shares in Q2 2026, an estimated $286K.
  • Gateway Wealth Partners first reported a position in Invesco Preferred ETF in Q2 2024 and held it in 8 quarters.
  • Gateway Wealth Partners's Invesco Preferred ETF position peaked at $775K in Q1 2025.
  • 407 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.