JSW
PGX icon

Journey Strategic Wealth’s Invesco Preferred ETF PGX Stock Holding History

Journey Strategic Wealth’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 		$372K Hold
34,158
– – 0.01% 446
2025
Q4 		$384K Buy
+34,158
New +$390K 0.01% 397

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $69.6M AUM 1.92% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Journey Strategic Wealth's PGX Position: Q1 2026 in Review

Journey Strategic Wealth held its Invesco Preferred ETF (PGX) position steady in Q1 2026 at 34,158 shares worth $372K. The position accounts for 0.01% of the portfolio, ranked #446.

Journey Strategic Wealth first reported a position in PGX in Q4 2025 and has held it in 2 quarters since. The position peaked at $384K in Q4 2025. 414 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

  • Journey Strategic Wealth held 34,158 shares of Invesco Preferred ETF worth $372K as of Q1 2026.
  • Journey Strategic Wealth left its Invesco Preferred ETF share count unchanged in Q1 2026.
  • Invesco Preferred ETF made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #446 holding.
  • Journey Strategic Wealth first reported a position in Invesco Preferred ETF in Q4 2025 and has held it in 2 quarters since.
  • Journey Strategic Wealth's Invesco Preferred ETF position peaked at $384K in Q4 2025.
  • 414 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.