Madison Wealth Partners’s Invesco Preferred ETF PGX Stock Holding History

Madison Wealth Partners’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	$308K	Sell	28,270 -139	-0.5%	-$1.57K	0.05%	158
2025 Q4	$319K	Sell	28,409 -41,986	-60%	-$479K	0.06%	143
2025 Q3	$817K	Hold	70,395	–	–	0.16%	63
2025 Q2	$783K	Sell	70,395 -19,705	-22%	-$217K	0.17%	63
2025 Q1	$1.01M	Hold	90,100	–	–	0.25%	51
2024 Q4	$1.04M	Sell	90,100 -8,245	-8%	-$99.2K	0.29%	46
2024 Q3	$1.21M	Sell	98,345 -2,314	-2%	-$27.6K	0.36%	37
2024 Q2	$1.16M	Sell	100,659 -152	-0.2%	-$1.76K	0.4%	32
2024 Q1	$1.2M	Sell	100,811 -2,259	-2%	-$26.6K	0.43%	31
2023 Q4	$1.18M	Buy	+103,070	New	+$1.12M	0.47%	30

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 $69.6M AUM 1.92% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Madison Wealth Partners's PGX Position: Q1 2026 in Review

Madison Wealth Partners reduced its Invesco Preferred ETF (PGX) stake by 0.49% in Q1 2026, selling an estimated $1.57K and leaving 28,270 shares worth $308K. The position accounts for 0.05% of the portfolio, ranked #158.

Madison Wealth Partners first reported a position in PGX in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.21M in Q3 2024. 414 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

Madison Wealth Partners held 28,270 shares of Invesco Preferred ETF worth $308K as of Q1 2026.
Madison Wealth Partners sold 139 Invesco Preferred ETF shares in Q1 2026, an estimated $1.57K.
Invesco Preferred ETF made up 0.05% of Madison Wealth Partners's portfolio in Q1 2026, its #158 holding.
Madison Wealth Partners first reported a position in Invesco Preferred ETF in Q4 2023 and has held it in 10 quarters since.
Madison Wealth Partners's Invesco Preferred ETF position peaked at $1.21M in Q3 2024.
414 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.