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

IBEX 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 Q1	$1.32M	Buy	121,097 +909	+0.8%	+$10.3K	0.12%	94
2025 Q4	$1.35M	Sell	120,188 -9,775	-8%	-$111K	0.13%	96
2025 Q3	$1.51M	Sell	129,963 -1,657	-1%	-$19K	0.14%	98
2025 Q2	$1.46M	Buy	131,620 +3,003	+2%	+$33.1K	0.16%	90
2025 Q1	$1.44M	Sell	128,617 -5,636	-4%	-$65.2K	0.19%	91
2024 Q4	$1.55M	Buy	+134,253	New	+$1.62M	0.18%	96
2023 Q1	–	Sell	-140,083	Closed	-$1.57M	–	152
2022 Q4	$1.57M	Sell	140,083 -15,258	-10%	-$176K	0.35%	77
2022 Q3	$1.84M	Sell	155,341 -4,074	-3%	-$51.3K	0.48%	71
2022 Q2	$1.97M	Sell	159,415 -329	-0.2%	-$4.14K	0.45%	77
2022 Q1	$2.17M	Sell	159,744 -10,643	-6%	-$148K	0.42%	81
2021 Q4	$2.56M	Sell	170,387 -45,061	-21%	-$672K	0.45%	79
2021 Q3	$3.24M	Sell	215,448 -2,921	-1%	-$44.3K	0.62%	68
2021 Q2	$3.35M	Sell	218,369 -3,601	-2%	-$54.5K	0.67%	65
2021 Q1	$3.33M	Sell	221,970 -35,468	-14%	-$527K	0.82%	53
2020 Q4	$3.93M	Buy	257,438 +15,383	+6%	+$231K	1.03%	43
2020 Q3	$3.56M	Buy	242,055 +90,049	+59%	+$1.32M	1.03%	40
2020 Q2	$2.15M	Buy	152,006 +13,764	+10%	+$193K	0.69%	59
2020 Q1	$1.82M	Buy	138,242 +14,310	+12%	+$206K	0.71%	60
2019 Q4	$1.86M	Buy	123,932 +8,869	+8%	+$132K	0.57%	69
2019 Q3	$1.73M	Sell	115,063 -3,958	-3%	-$58.9K	0.57%	71
2019 Q2	$1.74M	Sell	119,021 -10,367	-8%	-$151K	0.5%	82
2019 Q1	$1.88M	Sell	129,388 -28,843	-18%	-$410K	0.66%	68
2018 Q4	$2.13M	Sell	158,231 -2,907	-2%	-$40.1K	0.97%	35
2018 Q3	$2.29M	Sell	161,138 -4,024	-2%	-$58.4K	0.82%	54
2018 Q2	$2.41M	Hold	165,162	–	–	0.97%	47
2018 Q1	$2.41M	Buy	+165,162	New	+$2.41M	0.98%	46
2017 Q4	–	Sell	-180,061	Closed	-$2.69M	–	126
2017 Q3	$2.69M	Buy	180,061 +1,068	+0.6%	+$16.1K	0.99%	43
2017 Q2	$2.71M	Buy	+178,993	New	+$2.69M	1.07%	39
2017 Q1	–	Sell	-148,864	Closed	-$2.15M	–	296
2016 Q4	$2.15M	Sell	148,864 -89,108	-37%	-$1.3M	1.03%	36
2016 Q3	$3.6M	Buy	+237,972	New	+$3.64M	1.97%	11

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

IBEX Wealth Advisors's PGX Position: Q1 2026 in Review

IBEX Wealth Advisors increased its Invesco Preferred ETF (PGX) stake by 0.76% in Q1 2026, buying an estimated $10.3K and bringing the position to 121,097 shares worth $1.32M. The position accounts for 0.12% of the portfolio, ranked #94.

IBEX Wealth Advisors first reported a position in PGX in Q3 2016 and has held it in 30 quarters since. The position peaked at $3.93M in Q4 2020. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

IBEX Wealth Advisors held 121,097 shares of Invesco Preferred ETF worth $1.32M as of Q1 2026.
IBEX Wealth Advisors bought 909 Invesco Preferred ETF shares in Q1 2026, an estimated $10.3K.
Invesco Preferred ETF made up 0.12% of IBEX Wealth Advisors's portfolio in Q1 2026, its #94 holding.
IBEX Wealth Advisors first reported a position in Invesco Preferred ETF in Q3 2016 and has held it in 30 quarters since.
IBEX Wealth Advisors's Invesco Preferred ETF position peaked at $3.93M in Q4 2020.
413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.