GenWealth Group’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $163K | Hold |
15,069
| – | – | 0.03% | 87 |
|
|
2026
Q1 | $164K | Hold |
15,069
| – | – | 0.03% | 83 |
|
|
2025
Q4 | $170K | Hold |
15,069
| – | – | 0.03% | 82 |
|
|
2025
Q3 | $175K | Hold |
15,069
| – | – | 0.03% | 74 |
|
|
2025
Q2 | $168K | Hold |
15,069
| – | – | 0.03% | 69 |
|
|
2025
Q1 | $169K | Hold |
15,069
| – | – | 0.04% | 70 |
|
|
2024
Q4 | $174K | Hold |
15,069
| – | – | 0.04% | 73 |
|
|
2024
Q3 | $186K | Hold |
15,069
| – | – | 0.04% | 72 |
|
|
2024
Q2 | $174K | Hold |
15,069
| – | – | 0.04% | 64 |
|
|
2024
Q1 | $179K | Hold |
15,069
| – | – | 0.05% | 64 |
|
|
2023
Q4 | $173K | Hold |
15,069
| – | – | 0.05% | 69 |
|
|
2023
Q3 | $165K | Hold |
15,069
| – | – | 0.05% | 66 |
|
|
2023
Q2 | $171K | Hold |
15,069
| – | – | 0.05% | 70 |
|
|
2023
Q1 | $173K | Hold |
15,069
| – | – | 0.05% | 68 |
|
|
2022
Q4 | $168K | Hold |
15,069
| – | – | 0.06% | 70 |
|
|
2022
Q3 | $179K | Hold |
15,069
| – | – | 0.06% | 58 |
|
|
2022
Q2 | $186K | Hold |
15,069
| – | – | 0.06% | 55 |
|
|
2022
Q1 | $204K | Hold |
15,069
| – | – | 0.06% | 70 |
|
|
2021
Q4 | $226K | Hold |
15,069
| – | – | 0.06% | 62 |
|
|
2021
Q3 | $226K | Hold |
15,069
| – | – | 0.07% | 60 |
|
|
2021
Q2 | $230K | Hold |
15,069
| – | – | 0.07% | 58 |
|
|
2021
Q1 | $226K | Hold |
15,069
| – | – | 0.07% | 62 |
|
|
2020
Q4 | $230K | Hold |
15,069
| – | – | 0.08% | 65 |
|
|
2020
Q3 | $225K | Hold |
15,069
| – | – | 0.08% | 62 |
|
|
2020
Q2 | $214K | Hold |
15,069
| – | – | 0.08% | 67 |
|
|
2020
Q1 | $198K | Hold |
15,069
| – | – | 0.09% | 55 |
|
|
2019
Q4 | $226K | Hold |
15,069
| – | – | 0.09% | 65 |
|
|
2019
Q3 | $226K | Hold |
15,069
| – | – | 0.09% | 61 |
|
|
2019
Q2 | $221K | Hold |
15,069
| – | – | 0.09% | 63 |
|
|
2019
Q1 | $219K | Hold |
15,069
| – | – | 0.1% | 58 |
|
|
2018
Q4 | $202K | Hold |
15,069
| – | – | 0.1% | 59 |
|
|
2018
Q3 | $213K | Hold |
15,069
| – | – | 0.1% | 59 |
|
|
2018
Q2 | $220K | Hold |
15,069
| – | – | 0.11% | 57 |
|
|
2018
Q1 | $220K | Hold |
15,069
| – | – | 0.11% | 54 |
|
|
2017
Q4 | $220K | Hold |
15,069
| – | – | 0.11% | 57 |
|
|
2017
Q3 | $226K | Hold |
15,069
| – | – | 0.14% | 52 |
|
|
2017
Q2 | $227K | Buy |
+15,069
| New | +$226K | 0.15% | 47 |
|
Other funds holding PGX
BI
CC
SAMC
GenWealth Group's PGX Position: Q2 2026 in Review
GenWealth Group held its Invesco Preferred ETF (PGX) position steady in Q2 2026 at 15,069 shares worth $163K. The position accounts for 0.03% of the portfolio, ranked #87.
GenWealth Group first reported a position in PGX in Q2 2017 and has held it in 37 quarters since. The position peaked at $230K in Q2 2021. 407 funds tracked by Wall St. Rank hold PGX as of Q2 2026.
- GenWealth Group held 15,069 shares of Invesco Preferred ETF worth $163K as of Q2 2026.
- GenWealth Group left its Invesco Preferred ETF share count unchanged in Q2 2026.
- Invesco Preferred ETF made up 0.03% of GenWealth Group's portfolio in Q2 2026, its #87 holding.
- GenWealth Group first reported a position in Invesco Preferred ETF in Q2 2017 and has held it in 37 quarters since.
- GenWealth Group's Invesco Preferred ETF position peaked at $230K in Q2 2021.
- 407 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.
Based on GenWealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.