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

Keebeck 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	$147K	Buy	+13,565	New	+$150K	0.01%	462
2020 Q3	–	Sell	-18	Closed	–	–	309
2020 Q2	$0	Buy	+18	New	+$252	﹤0.01%	370
2020 Q1	–	Sell	-18	Closed	–	–	281
2019 Q4	$0	Buy	+18	New	+$269	﹤0.01%	336

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

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

Keebeck Wealth Management opened a new position in Invesco Preferred ETF (PGX) in Q2 2026: 13,565 shares worth $147K. The stake represents 0.01% of the portfolio and ranks #462 among its holdings. This is a return to the name: Keebeck Wealth Management previously reported a position in PGX as recently as Q2 2020.

Keebeck Wealth Management first reported a position in PGX in Q4 2019 and has held it in 3 quarters since. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Keebeck Wealth Management held 13,565 shares of Invesco Preferred ETF worth $147K as of Q2 2026.
Invesco Preferred ETF was a new Keebeck Wealth Management position in Q2 2026.
Invesco Preferred ETF made up 0.01% of Keebeck Wealth Management's portfolio in Q2 2026, its #462 holding.
Keebeck Wealth Management first reported a position in Invesco Preferred ETF in Q4 2019 and has held it in 3 quarters since.
408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.