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

Kingsview 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 Q1	$426K	Sell	39,160 -257	-0.7%	-$2.9K	0.01%	960
2025 Q4	$443K	Sell	39,417 -14,918	-27%	-$170K	0.01%	887
2025 Q3	$630K	Sell	54,335 -18,606	-26%	-$213K	0.01%	732
2025 Q2	$812K	Sell	72,941 -8,166	-10%	-$90K	0.01%	637
2025 Q1	$910K	Sell	81,107 -4,650	-5%	-$53.8K	0.02%	568
2024 Q4	$989K	Sell	85,757 -8,229	-9%	-$99K	0.02%	553
2024 Q3	$1.16M	Sell	93,986 -1,453	-2%	-$17.3K	0.02%	497
2024 Q2	$1.1M	Buy	95,439 +1,300	+1%	+$15K	0.03%	486
2024 Q1	$1.12M	Buy	94,139 +703	+0.8%	+$8.28K	0.03%	469
2023 Q4	$1.07M	Sell	93,436 -133,888	-59%	-$1.46M	0.03%	449
2023 Q3	$2.49M	Buy	227,324 +200,823	+758%	+$2.25M	0.09%	234
2023 Q2	$301K	Buy	26,501 +1,515	+6%	+$17.2K	0.01%	740
2023 Q1	$287K	Sell	24,986 -732	-3%	-$8.79K	0.01%	721
2022 Q4	$288K	Sell	25,718 -2,905	-10%	-$33.6K	0.01%	683
2022 Q3	$340K	Sell	28,623 -3,649	-11%	-$45.9K	0.02%	602
2022 Q2	$398K	Buy	32,272 +4,412	+16%	+$55.5K	0.02%	586
2022 Q1	$378K	Sell	27,860 -3,660	-12%	-$51K	0.02%	636
2021 Q4	$473K	Sell	31,520 -25,758	-45%	-$384K	0.02%	591
2021 Q3	$861K	Sell	57,278 -58,112	-50%	-$882K	0.04%	409
2021 Q2	$1.77M	Buy	115,390 +5,618	+5%	+$85K	0.09%	249
2021 Q1	$1.65M	Sell	109,772 -2,533	-2%	-$37.7K	0.09%	226
2020 Q4	$1.71M	Sell	112,305 -3,462	-3%	-$51.9K	0.12%	179
2020 Q3	$1.71M	Buy	115,767 +68,259	+144%	+$1M	0.15%	152
2020 Q2	$671K	Buy	47,508 +22,015	+86%	+$308K	0.07%	272
2020 Q1	$335K	Sell	25,493 -4,348	-15%	-$62.5K	0.05%	326
2019 Q4	$448K	Buy	29,841 +1,365	+5%	+$20.4K	0.06%	300
2019 Q3	$428K	Sell	28,476 -4,640	-14%	-$69.1K	0.07%	284
2019 Q2	$484K	Sell	33,116 -34,935	-51%	-$510K	0.08%	251
2019 Q1	$987K	Buy	68,051 +55,467	+441%	+$789K	0.15%	176
2018 Q4	$170K	Sell	12,584 -6,200	-33%	-$85.5K	0.04%	341
2018 Q3	$269K	Buy	18,784 +700	+4%	+$10.2K	0.05%	301
2018 Q2	$263K	Buy	18,084 +976	+6%	+$14.1K	0.06%	280
2018 Q1	$250K	Buy	17,108 +2,233	+15%	+$32.5K	0.06%	276
2017 Q4	$221K	Buy	14,875 +713	+5%	+$10.7K	0.08%	287
2017 Q3	$213K	Buy	14,162 +601	+4%	+$9.06K	0.09%	258
2017 Q2	$205K	Buy	+13,561	New	+$204K	0.11%	237

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

Kingsview Wealth Management's PGX Position: Q1 2026 in Review

Kingsview Wealth Management reduced its Invesco Preferred ETF (PGX) stake by 0.65% in Q1 2026, selling an estimated $2.9K and leaving 39,160 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #960.

Kingsview Wealth Management first reported a position in PGX in Q2 2017 and has held it in 36 quarters since. The position peaked at $2.49M in Q3 2023. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

Kingsview Wealth Management held 39,160 shares of Invesco Preferred ETF worth $426K as of Q1 2026.
Kingsview Wealth Management sold 257 Invesco Preferred ETF shares in Q1 2026, an estimated $2.9K.
Invesco Preferred ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #960 holding.
Kingsview Wealth Management first reported a position in Invesco Preferred ETF in Q2 2017 and has held it in 36 quarters since.
Kingsview Wealth Management's Invesco Preferred ETF position peaked at $2.49M in Q3 2023.
413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.