Greenup Street Wealth Management’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
$671K Buy
61,875
+716
+1% +$7.9K 0.08% 85
2026
Q1
$665K Buy
61,159
+3,403
+6% +$38.5K 0.09% 81
2025
Q4
$649K Sell
57,756
-2,660
-4% -$30.3K 0.09% 78
2025
Q3
$701K Buy
60,416
+2,158
+4% +$24.7K 0.11% 87
2025
Q2
$648K Buy
58,258
+2,331
+4% +$25.7K 0.11% 69
2025
Q1
$628K Sell
55,927
-11,169
-17% -$129K 0.12% 70
2024
Q4
$774K Buy
67,096
+13,728
+26% +$165K 0.15% 64
2024
Q3
$659K Buy
+53,368
New +$637K 0.14% 60

Other funds holding PGX

Greenup Street Wealth Management's PGX Position: Q2 2026 in Review

Greenup Street Wealth Management increased its Invesco Preferred ETF (PGX) stake by 1.2% in Q2 2026, buying an estimated $7.9K and bringing the position to 61,875 shares worth $671K. The position accounts for 0.08% of the portfolio, ranked #85.

Greenup Street Wealth Management first reported a position in PGX in Q3 2024 and has held it in 8 quarters since. The position peaked at $774K in Q4 2024. 321 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Greenup Street Wealth Management held 61,875 shares of Invesco Preferred ETF worth $671K as of Q2 2026.
  • Greenup Street Wealth Management bought 716 Invesco Preferred ETF shares in Q2 2026, an estimated $7.9K.
  • Invesco Preferred ETF made up 0.08% of Greenup Street Wealth Management's portfolio in Q2 2026, its #85 holding.
  • Greenup Street Wealth Management first reported a position in Invesco Preferred ETF in Q3 2024 and has held it in 8 quarters since.
  • Greenup Street Wealth Management's Invesco Preferred ETF position peaked at $774K in Q4 2024.
  • 321 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Greenup Street Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.