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

IHT 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	$229K	Sell	21,126 -293	-1%	-$3.23K	﹤0.01%	1122
2026 Q1	$233K	Sell	21,419 -581	-3%	-$6.57K	0.01%	1121
2025 Q4	$247K	Sell	22,000 -1,208	-5%	-$13.8K	0.01%	1033
2025 Q3	$269K	Sell	23,208 -2,217	-9%	-$25.4K	0.01%	981
2025 Q2	$283K	Sell	25,425 -5,508	-18%	-$60.7K	0.01%	915
2025 Q1	$347K	Sell	30,933 -233	-0.7%	-$2.7K	0.01%	800
2024 Q4	$359K	Buy	31,166 +14,557	+88%	+$175K	0.01%	799
2024 Q3	$205K	Sell	16,609 -119,996	-88%	-$1.43M	0.01%	1081
2024 Q2	$1.58M	Buy	136,605 +57,945	+74%	+$670K	0.06%	315
2024 Q1	$934K	Buy	78,660 +57,937	+280%	+$683K	0.04%	443
2023 Q4	$238K	Sell	20,723 -258	-1%	-$2.82K	0.01%	856
2023 Q3	$230K	Buy	20,981 +437	+2%	+$4.89K	0.01%	831
2023 Q2	$234K	Buy	20,544 +6,080	+42%	+$69K	0.01%	817
2023 Q1	$166K	Buy	14,464 +1,185	+9%	+$14.2K	0.01%	873
2022 Q4	$148K	Sell	13,279 -2,399	-15%	-$27.7K	0.01%	842
2022 Q3	$186K	Buy	15,678 +455	+3%	+$5.73K	0.01%	786
2022 Q2	$188K	Sell	15,223 -13,033	-46%	-$164K	0.02%	672
2022 Q1	$383K	Buy	28,256 +8,937	+46%	+$124K	0.03%	499
2021 Q4	$290K	Sell	19,319 -2,554	-12%	-$38.1K	0.02%	628
2021 Q3	$329K	Sell	21,873 -4,221	-16%	-$64.1K	0.03%	559
2021 Q2	$400K	Sell	26,094 -16,442	-39%	-$249K	0.03%	610
2021 Q1	$638K	Buy	42,536 +20,826	+96%	+$310K	0.05%	384
2020 Q4	$331K	Buy	21,710 +1,215	+6%	+$18.2K	0.03%	531
2020 Q3	$302K	Buy	20,495 +6,291	+44%	+$92.3K	0.03%	478
2020 Q2	$201K	Sell	14,204 -11,168	-44%	-$156K	0.03%	527
2020 Q1	$334K	Buy	25,372 +147	+0.6%	+$2.11K	0.05%	362
2019 Q4	$379K	Sell	25,225 -529	-2%	-$7.9K	0.04%	386
2019 Q3	$387K	Buy	25,754 +7,339	+40%	+$109K	0.05%	368
2019 Q2	$269K	Sell	18,415 -6,234	-25%	-$91K	0.04%	422
2019 Q1	$357K	Sell	24,649 -5,883	-19%	-$83.7K	0.06%	323
2018 Q4	$411K	Sell	30,532 -32,336	-51%	-$446K	0.08%	273
2018 Q3	$900K	Buy	62,868 +31,357	+100%	+$455K	0.19%	136
2018 Q2	$459K	Buy	31,511 +1,690	+6%	+$24.5K	0.12%	215
2018 Q1	$435K	Sell	29,821 -4,893	-14%	-$71.3K	0.12%	207
2017 Q4	$516K	Buy	34,714 +6,902	+25%	+$103K	0.14%	189
2017 Q3	$415K	Sell	27,812 -549	-2%	-$8.28K	0.18%	139
2017 Q2	$650K	Sell	28,361 -2,738	-9%	-$41.1K	0.31%	80
2017 Q1	$464K	Buy	31,099 +323	+1%	+$4.73K	0.31%	74
2016 Q4	$440K	Buy	+30,776	New	+$448K	0.33%	70

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

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

IHT Wealth Management reduced its Invesco Preferred ETF (PGX) stake by 1.4% in Q2 2026, selling an estimated $3.23K and leaving 21,126 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #1122.

IHT Wealth Management first reported a position in PGX in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.58M in Q2 2024. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

IHT Wealth Management held 21,126 shares of Invesco Preferred ETF worth $229K as of Q2 2026.
IHT Wealth Management sold 293 Invesco Preferred ETF shares in Q2 2026, an estimated $3.23K.
Invesco Preferred ETF made up ﹤0.01% of IHT Wealth Management's portfolio in Q2 2026, its #1122 holding.
IHT Wealth Management first reported a position in Invesco Preferred ETF in Q4 2016 and has held it in 39 quarters since.
IHT Wealth Management's Invesco Preferred ETF position peaked at $1.58M in Q2 2024.
408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.