Gould Asset Management’s Invesco Preferred ETF PGX Stock Holding History

Gould Asset 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 Q2	$1.02M	Sell	94,468 -140	-0.1%	-$1.54K	0.16%	73
2026 Q1	$1.03M	Buy	94,608 +12,345	+15%	+$140K	0.18%	69
2025 Q4	$925K	Buy	82,263 +7,255	+10%	+$82.7K	0.16%	73
2025 Q3	$870K	Sell	75,008 -5,052	-6%	-$57.9K	0.16%	75
2025 Q2	$891K	Buy	80,060 +2,865	+4%	+$31.6K	0.17%	70
2025 Q1	$866K	Buy	77,195 +1,940	+3%	+$22.4K	0.18%	66
2024 Q4	$868K	Sell	75,255 -2,825	-4%	-$34K	0.18%	67
2024 Q3	$964K	Sell	78,080 -1,198	-2%	-$14.3K	0.21%	60
2024 Q2	$916K	Buy	79,278 +1,190	+2%	+$13.8K	0.21%	56
2024 Q1	$928K	Sell	78,088 -50	-0.1%	-$589	0.22%	53
2023 Q4	$896K	Sell	78,138 -1,120	-1%	-$12.2K	0.23%	49
2023 Q3	$868K	Buy	79,258 +7,260	+10%	+$81.2K	0.25%	43
2023 Q2	$819K	Buy	71,998 +371	+0.5%	+$4.21K	0.23%	51
2023 Q1	$822K	Buy	71,627 +17,685	+33%	+$212K	0.23%	48
2022 Q4	$603K	Sell	53,942 -37,196	-41%	-$430K	0.18%	68
2022 Q3	$1.08M	Sell	91,138 -30	-0%	-$378	0.37%	32
2022 Q2	$1.13M	Buy	91,168 +2,330	+3%	+$29.3K	0.36%	32
2022 Q1	$1.21M	Buy	88,838 +3,375	+4%	+$47K	0.35%	34
2021 Q4	$1.28M	Buy	85,463 +7,020	+9%	+$105K	0.36%	34
2021 Q3	$1.18M	Buy	78,443 +390	+0.5%	+$5.92K	0.36%	35
2021 Q2	$1.2M	Buy	78,053 +10	+0%	+$151	0.34%	41
2021 Q1	$1.17M	Sell	78,043 -600	-0.8%	-$8.92K	0.36%	41
2020 Q4	$1.2M	Sell	78,643 -1,715	-2%	-$25.7K	0.37%	37
2020 Q3	$1.18M	Buy	80,358 +2,525	+3%	+$37K	0.4%	35
2020 Q2	$1.1M	Buy	77,833 +615	+0.8%	+$8.62K	0.39%	39
2020 Q1	$1.02M	Buy	77,218 +987	+1%	+$14.2K	0.39%	34
2019 Q4	$1.14M	Sell	76,231 -1,695	-2%	-$25.3K	0.38%	37
2019 Q3	$1.17M	Sell	77,926 -270	-0.3%	-$4.02K	0.41%	37
2019 Q2	$1.14M	Buy	78,196 +2,005	+3%	+$29.3K	0.41%	37
2019 Q1	$1.1M	Buy	76,191 +7,515	+11%	+$107K	0.41%	37
2018 Q4	$925K	Buy	68,676 +110	+0.2%	+$1.52K	0.38%	39
2018 Q3	$982K	Buy	68,566 +2,330	+4%	+$33.8K	0.39%	39
2018 Q2	$964K	Sell	66,236 -910	-1%	-$13.2K	0.42%	36
2018 Q1	$980K	Sell	67,146 -2,680	-4%	-$39.1K	0.43%	36
2017 Q4	$1.04M	Sell	69,826 -634	-0.9%	-$9.49K	0.45%	37
2017 Q3	$1.06M	Buy	70,460 +4,750	+7%	+$71.6K	0.48%	33
2017 Q2	$993K	Buy	65,710 +695	+1%	+$10.4K	0.48%	31
2017 Q1	$964K	Buy	65,015 +5,185	+9%	+$75.9K	0.48%	31
2016 Q4	$851K	Buy	59,830 +3,270	+6%	+$47.6K	0.44%	31
2016 Q3	$856K	Buy	56,560 +305	+0.5%	+$4.66K	0.46%	33
2016 Q2	$857K	Buy	56,255 +577	+1%	+$8.66K	0.46%	32
2016 Q1	$831K	Buy	55,678 +3,435	+7%	+$50.6K	0.45%	32
2015 Q4	$781K	Buy	52,243 +9,805	+23%	+$145K	0.42%	34
2015 Q3	$619K	Buy	42,438 +1,370	+3%	+$20K	0.35%	46
2015 Q2	$597K	Buy	41,068 +3,335	+9%	+$49.1K	0.3%	52
2015 Q1	$563K	Buy	37,733 +1,135	+3%	+$16.8K	0.28%	52
2014 Q4	$538K	Buy	36,598 +433	+1%	+$6.31K	0.26%	50
2014 Q3	$523K	Sell	36,165 -370	-1%	-$5.37K	0.25%	49
2014 Q2	$535K	Buy	36,535 +555	+2%	+$8.01K	0.26%	48
2014 Q1	$513K	Sell	35,980 -160	-0.4%	-$2.23K	0.27%	49
2013 Q4	$486K	Buy	36,140 +2,065	+6%	+$28.2K	0.28%	45
2013 Q3	$466K	Buy	34,075 +365	+1%	+$5.06K	0.29%	48
2013 Q2	$481K	Buy	+33,710	New	+$497K	0.3%	44

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Gould Asset Management's PGX Position: Q2 2026 in Review

Gould Asset Management reduced its Invesco Preferred ETF (PGX) stake by 0.15% in Q2 2026, selling an estimated $1.54K and leaving 94,468 shares worth $1.02M. The position accounts for 0.16% of the portfolio, ranked #73.

Gould Asset Management first reported a position in PGX in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.28M in Q4 2021. 407 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Gould Asset Management held 94,468 shares of Invesco Preferred ETF worth $1.02M as of Q2 2026.
Gould Asset Management sold 140 Invesco Preferred ETF shares in Q2 2026, an estimated $1.54K.
Invesco Preferred ETF made up 0.16% of Gould Asset Management's portfolio in Q2 2026, its #73 holding.
Gould Asset Management first reported a position in Invesco Preferred ETF in Q2 2013 and has held it in 53 quarters since.
Gould Asset Management's Invesco Preferred ETF position peaked at $1.28M in Q4 2021.
407 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Gould Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.