GWM
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Gilpin Wealth Management’s Invesco Preferred ETF PGX Stock Holding History

Gilpin Wealth Management’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
Q3 		$15.1K Hold
1,500
– – 0.01% 301
2026
Q2 		$16.3K Hold
1,500
– – 0.01% 281
2026
Q1 		$16.3K Hold
1,500
– – 0.01% 262
2025
Q4 		$16.9K Buy
+1,500
New +$17.1K 0.01% 254

Other funds holding PGX

IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
AIC
Argus Investors Counsel New York $129M AUM 31.03% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Gilpin Wealth Management's PGX Position: Q3 2026 in Review

Gilpin Wealth Management held its Invesco Preferred ETF (PGX) position steady in Q3 2026 at 1,500 shares worth $15.1K. The position accounts for 0.01% of the portfolio, ranked #301.

Gilpin Wealth Management first reported a position in PGX in Q4 2025 and has held it in 4 quarters since. The position peaked at $16.9K in Q4 2025. 25 funds tracked by Wall St. Rank hold PGX as of Q3 2026.

  • Gilpin Wealth Management held 1,500 shares of Invesco Preferred ETF worth $15.1K as of Q3 2026.
  • Gilpin Wealth Management left its Invesco Preferred ETF share count unchanged in Q3 2026.
  • Invesco Preferred ETF made up 0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #301 holding.
  • Gilpin Wealth Management first reported a position in Invesco Preferred ETF in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Invesco Preferred ETF position peaked at $16.9K in Q4 2025.
  • 25 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.