HB Wealth Management’s Invesco Preferred ETF PGX Stock Holding History

HB 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 Q2	$145K	Buy	13,387 +2,536	+23%	+$28K	﹤0.01%	1635
2026 Q1	$118K	Buy	+10,851	New	+$123K	﹤0.01%	1489
2022 Q3	–	Sell	-52,116	Closed	-$643K	–	608
2022 Q2	$643K	Buy	+52,116	New	+$655K	0.01%	306

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

HB Wealth Management's PGX Position: Q2 2026 in Review

HB Wealth Management increased its Invesco Preferred ETF (PGX) stake by 23% in Q2 2026, buying an estimated $28K and bringing the position to 13,387 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #1635.

HB Wealth Management first reported a position in PGX in Q2 2022 and has held it in 3 quarters since. The position peaked at $643K in Q2 2022. 407 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

HB Wealth Management held 13,387 shares of Invesco Preferred ETF worth $145K as of Q2 2026.
HB Wealth Management bought 2,536 Invesco Preferred ETF shares in Q2 2026, an estimated $28K.
Invesco Preferred ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1635 holding.
HB Wealth Management first reported a position in Invesco Preferred ETF in Q2 2022 and has held it in 3 quarters since.
HB Wealth Management's Invesco Preferred ETF position peaked at $643K in Q2 2022.
407 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.