Koshinski Asset Management’s Invesco Preferred ETF PGX Stock Holding History

Koshinski Asset 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	$198K	Hold	18,227	–	–	0.01%	752
2026 Q1	$198K	Hold	18,227	–	–	0.01%	714
2025 Q4	$205K	Hold	18,227	–	–	0.01%	690
2025 Q3	$211K	Sell	18,227 -1,300	-7%	-$14.9K	0.01%	670
2025 Q2	$217K	Hold	19,527	–	–	0.02%	635
2025 Q1	$219K	Hold	19,527	–	–	0.02%	582
2024 Q4	$225K	Sell	19,527 -159	-0.8%	-$1.91K	0.02%	568
2024 Q3	$243K	Sell	19,686 -1,104	-5%	-$13.2K	0.02%	539
2024 Q2	$241K	Buy	20,790 +7,905	+61%	+$91.4K	0.02%	511
2024 Q1	$153K	Sell	12,885 -31,557	-71%	-$372K	0.02%	558
2023 Q4	$510K	Sell	44,442 -19,705	-31%	-$215K	0.08%	273
2023 Q3	$702K	Sell	64,147 -7,836	-11%	-$87.6K	0.08%	249
2023 Q2	$818K	Sell	71,983 -16,229	-18%	-$184K	0.09%	238
2023 Q1	$1.01M	Buy	88,212 +21	+0%	+$252	0.1%	205
2022 Q4	$986K	Sell	88,191 -1,996	-2%	-$23.1K	0.1%	236
2022 Q3	$1.07M	Hold	90,187	–	–	0.13%	189
2022 Q2	$1.11M	Sell	90,187 -12,110	-12%	-$152K	0.11%	213
2022 Q1	$1.39M	Buy	102,297 +7,372	+8%	+$103K	0.11%	188
2021 Q4	$1.42M	Buy	94,925 +14,829	+19%	+$221K	0.12%	191
2021 Q3	$1.2M	Buy	80,096 +14,270	+22%	+$217K	0.1%	212
2021 Q2	$1.01M	Sell	65,826 -12,030	-15%	-$182K	0.13%	195
2021 Q1	$1.17M	Sell	77,856 -7,670	-9%	-$114K	0.12%	192
2020 Q4	$1.3M	Sell	85,526 -6,118	-7%	-$91.8K	0.17%	157
2020 Q3	$1.37M	Sell	91,644 -1,709	-2%	-$25.1K	0.18%	130
2020 Q2	$1.32M	Sell	93,353 -5,871	-6%	-$82.3K	0.21%	122
2020 Q1	$1.31M	Buy	99,224 +5,092	+5%	+$73.2K	0.27%	102
2019 Q4	$1.41M	Buy	+94,132	New	+$1.41M	0.24%	127
2019 Q3	–	Sell	-65,969	Closed	-$965K	–	236
2019 Q2	$965K	Sell	65,969 -16,469	-20%	-$240K	0.39%	74
2019 Q1	$1.2M	Sell	82,438 -6,271	-7%	-$89.2K	0.32%	87
2018 Q4	$1.2M	Sell	88,709 -16,435	-16%	-$227K	0.29%	104
2018 Q3	$1.51M	Buy	105,144 +35,798	+52%	+$520K	0.21%	145
2018 Q2	$1.01M	Buy	69,346 +2,017	+3%	+$29.2K	0.31%	105
2018 Q1	$983K	Buy	67,329 +4,361	+7%	+$63.6K	0.31%	107
2017 Q4	$936K	Buy	62,968 +3,515	+6%	+$52.6K	0.23%	142
2017 Q3	$894K	Sell	59,453 -834	-1%	-$12.6K	0.29%	110
2017 Q2	$911K	Sell	60,287 -2,850	-5%	-$42.8K	0.33%	96
2017 Q1	$936K	Buy	63,137 +3,983	+7%	+$58.3K	0.37%	86
2016 Q4	$842K	Buy	59,154 +7,873	+15%	+$115K	0.42%	74
2016 Q3	$776K	Buy	51,281 +7,134	+16%	+$109K	0.39%	90
2016 Q2	$673K	Buy	+44,147	New	+$663K	0.37%	96

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

Koshinski Asset Management's PGX Position: Q2 2026 in Review

Koshinski Asset Management held its Invesco Preferred ETF (PGX) position steady in Q2 2026 at 18,227 shares worth $198K. The position accounts for 0.01% of the portfolio, ranked #752.

Koshinski Asset Management first reported a position in PGX in Q2 2016 and has held it in 40 quarters since. The position peaked at $1.51M in Q3 2018. 407 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Koshinski Asset Management held 18,227 shares of Invesco Preferred ETF worth $198K as of Q2 2026.
Koshinski Asset Management left its Invesco Preferred ETF share count unchanged in Q2 2026.
Invesco Preferred ETF made up 0.01% of Koshinski Asset Management's portfolio in Q2 2026, its #752 holding.
Koshinski Asset Management first reported a position in Invesco Preferred ETF in Q2 2016 and has held it in 40 quarters since.
Koshinski Asset Management's Invesco Preferred ETF position peaked at $1.51M in Q3 2018.
407 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.