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Guardian Wealth Advisors (North Carolina)’s Invesco Preferred ETF PGX Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		– Sell
-2,400
Closed -$26.1K – 525
2026
Q1 		$26.1K Buy
+2,400
New +$27.1K ﹤0.01% 488
2025
Q3 		– Sell
-2,400
Closed -$26.7K – 486
2025
Q2 		$26.7K Hold
2,400
– – ﹤0.01% 439
2025
Q1 		$26.9K Hold
2,400
– – ﹤0.01% 420
2024
Q4 		$27.7K Hold
2,400
– – ﹤0.01% 396
2024
Q3 		$29.6K Hold
2,400
– – ﹤0.01% 336
2024
Q2 		$27.7K Hold
2,400
– – ﹤0.01% 328
2024
Q1 		$28.5K Hold
2,400
– – ﹤0.01% 348
2023
Q4 		$27.5K Hold
2,400
– – ﹤0.01% 339
2023
Q3 		$26.3K Hold
2,400
– – ﹤0.01% 324
2023
Q2 		$27.3K Hold
2,400
– – ﹤0.01% 310
2023
Q1 		$27.6K Hold
2,400
– – ﹤0.01% 301
2022
Q4 		$26.8K Hold
2,400
– – 0.01% 283
2022
Q3 		$29K Buy
+2,400
New +$30.2K 0.01% 256

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CC
Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
LPL Financial
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

Guardian Wealth Advisors (North Carolina)'s PGX Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Invesco Preferred ETF (PGX) in Q2 2026, closing a stake of 2,400 shares — an estimated $26.1K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in PGX in Q3 2022 and held it in 13 quarters. The position peaked at $29.6K in Q3 2024. 407 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Invesco Preferred ETF position as of Q2 2026 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 2,400 Invesco Preferred ETF shares in Q2 2026, an estimated $26.1K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Invesco Preferred ETF in Q3 2022 and held it in 13 quarters.
  • Guardian Wealth Advisors (North Carolina)'s Invesco Preferred ETF position peaked at $29.6K in Q3 2024.
  • 407 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.