GC Wealth Management RIA’s Invesco Preferred ETF PGX Stock Holding History

GC Wealth Management RIA’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	–	Sell	-161,799	Closed	-$1.82M	–	546
2025 Q4	$1.82M	Buy	+161,799	New	+$1.85M	0.07%	170

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

GC Wealth Management RIA's PGX Position: Q1 2026 in Review

GC Wealth Management RIA sold out of Invesco Preferred ETF (PGX) in Q1 2026, closing a stake of 161,799 shares — an estimated $1.82M sold.

GC Wealth Management RIA first reported a position in PGX in Q4 2025 and held it in 1 quarter. The position peaked at $1.82M in Q4 2025. 416 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

GC Wealth Management RIA reported no remaining Invesco Preferred ETF position as of Q1 2026 after selling out during the quarter.
GC Wealth Management RIA sold 161,799 Invesco Preferred ETF shares in Q1 2026, an estimated $1.82M.
GC Wealth Management RIA first reported a position in Invesco Preferred ETF in Q4 2025 and held it in 1 quarter.
GC Wealth Management RIA's Invesco Preferred ETF position peaked at $1.82M in Q4 2025.
416 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on GC Wealth Management RIA's 13F filing for Q1 2026, filed 14 May 2026.