Independent Wealth Network’s Invesco Preferred ETF PGX Stock Holding History

Independent Wealth Network’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	$1.24M	Buy	114,587 +1,267	+1%	+$14K	0.32%	84
2026 Q1	$1.23M	Buy	113,320 +637	+0.6%	+$7.2K	0.37%	73
2025 Q4	$1.27M	Sell	112,683 -196	-0.2%	-$2.23K	0.39%	64
2025 Q3	$1.31M	Buy	112,879 +9,631	+9%	+$110K	0.42%	59
2025 Q2	$1.15M	Buy	103,248 +2,126	+2%	+$23.4K	0.42%	57
2025 Q1	$1.13M	Buy	101,122 +10,688	+12%	+$124K	0.45%	56
2024 Q4	$1.04M	Buy	90,434 +5,837	+7%	+$70.2K	0.42%	59
2024 Q3	$1.04M	Buy	84,597 +2,724	+3%	+$32.5K	0.46%	51
2024 Q2	$946K	Buy	81,873 +4,882	+6%	+$56.4K	0.44%	59
2024 Q1	$915K	Buy	76,991 +50	+0.1%	+$589	0.43%	58
2023 Q4	$883K	Buy	76,941 +3,259	+4%	+$35.6K	0.46%	55
2023 Q3	$807K	Buy	73,682 +7,751	+12%	+$86.7K	0.5%	48
2023 Q2	$750K	Buy	65,931 +18,673	+40%	+$212K	0.45%	57
2023 Q1	$543K	Buy	47,258 +7,763	+20%	+$93.2K	0.35%	66
2022 Q4	$442K	Buy	39,495 +6,204	+19%	+$71.7K	0.3%	77
2022 Q3	$396K	Buy	33,291 +8,198	+33%	+$103K	0.31%	83
2022 Q2	$310K	Buy	25,093 +4,310	+21%	+$54.2K	0.22%	121
2022 Q1	$282K	Buy	20,783 +6,835	+49%	+$95.2K	0.18%	145
2021 Q4	$209K	Sell	13,948 -41,781	-75%	-$623K	0.13%	190
2021 Q3	$840K	Buy	+55,729	New	+$846K	0.55%	45

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

Independent Wealth Network's PGX Position: Q2 2026 in Review

Independent Wealth Network increased its Invesco Preferred ETF (PGX) stake by 1.1% in Q2 2026, buying an estimated $14K and bringing the position to 114,587 shares worth $1.24M. The position accounts for 0.32% of the portfolio, ranked #84.

Independent Wealth Network first reported a position in PGX in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.31M in Q3 2025. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Independent Wealth Network held 114,587 shares of Invesco Preferred ETF worth $1.24M as of Q2 2026.
Independent Wealth Network bought 1,267 Invesco Preferred ETF shares in Q2 2026, an estimated $14K.
Invesco Preferred ETF made up 0.32% of Independent Wealth Network's portfolio in Q2 2026, its #84 holding.
Independent Wealth Network first reported a position in Invesco Preferred ETF in Q3 2021 and has held it in 20 quarters since.
Independent Wealth Network's Invesco Preferred ETF position peaked at $1.31M in Q3 2025.
408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.