HHM Wealth Advisors’s Invesco Preferred ETF PGX Stock Holding History

HHM Wealth Advisors’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	-540	Closed	-$5.88K	–	938
2026 Q1	$5.88K	Hold	540	–	–	﹤0.01%	700
2025 Q4	$6.07K	Hold	540	–	–	﹤0.01%	681
2025 Q3	$6.26K	Sell	540 -540	-50%	-$6.18K	﹤0.01%	699
2025 Q2	$12K	Sell	1,080 -2,960	-73%	-$32.6K	﹤0.01%	584
2025 Q1	$45.3K	Buy	4,040 +43	+1%	+$498	0.01%	376
2024 Q4	$46.1K	Buy	3,997 +43	+1%	+$517	0.01%	371
2024 Q3	$48.8K	Buy	3,954 +2,454	+164%	+$29.3K	0.01%	348
2024 Q2	$17.3K	Hold	1,500	–	–	﹤0.01%	477
2024 Q1	$17.8K	Hold	1,500	–	–	﹤0.01%	434
2023 Q4	$17.2K	Sell	1,500 -250	-14%	-$2.73K	﹤0.01%	430
2023 Q3	$19.2K	Hold	1,750	–	–	﹤0.01%	409
2023 Q2	$19.9K	Hold	1,750	–	–	﹤0.01%	424
2023 Q1	$20.1K	Hold	1,750	–	–	﹤0.01%	417
2022 Q4	$19.6K	Hold	1,750	–	–	﹤0.01%	364
2022 Q3	$21K	Hold	1,750	–	–	0.01%	344
2022 Q2	$22K	Hold	1,750	–	–	0.01%	414
2022 Q1	$24K	Sell	1,750 -1,023	-37%	-$14.2K	0.01%	418
2021 Q4	$42K	Hold	2,773	–	–	0.01%	332
2021 Q3	$42K	Hold	2,773	–	–	0.01%	318
2021 Q2	$42K	Hold	2,773	–	–	0.01%	324
2021 Q1	$42K	Hold	2,773	–	–	0.01%	299
2020 Q4	$42K	Hold	2,773	–	–	0.01%	280
2020 Q3	$41K	Hold	2,773	–	–	0.02%	245
2020 Q2	$39K	Hold	2,773	–	–	0.02%	248
2020 Q1	$36K	Buy	+2,773	New	+$39.9K	0.02%	237

Other funds holding PGX

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

TLP

Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $472M AUM

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

HHM Wealth Advisors's PGX Position: Q2 2026 in Review

HHM Wealth Advisors sold out of Invesco Preferred ETF (PGX) in Q2 2026, closing a stake of 540 shares — an estimated $5.88K sold.

HHM Wealth Advisors first reported a position in PGX in Q1 2020 and held it in 25 quarters. The position peaked at $48.8K in Q3 2024. 135 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

HHM Wealth Advisors reported no remaining Invesco Preferred ETF position as of Q2 2026 after selling out during the quarter.
HHM Wealth Advisors sold 540 Invesco Preferred ETF shares in Q2 2026, an estimated $5.88K.
HHM Wealth Advisors first reported a position in Invesco Preferred ETF in Q1 2020 and held it in 25 quarters.
HHM Wealth Advisors's Invesco Preferred ETF position peaked at $48.8K in Q3 2024.
135 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.