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

Manske 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 		$8.14M Buy
751,282
+86,871
+13% +$959K 2.02% 7
2026
Q1 		$7.23M Buy
664,411
+74,401
+13% +$841K 2.03% 7
2025
Q4 		$6.63M Sell
590,010
-6,035
-1% -$68.8K 1.96% 8
2025
Q3 		$6.91M Buy
596,045
+40,190
+7% +$460K 2.12% 8
2025
Q2 		$6.19M Buy
555,855
+4,840
+0.9% +$53.3K 2.05% 7
2025
Q1 		$6.18M Buy
551,015
+11,259
+2% +$130K 2.34% 6
2024
Q4 		$6.22M Buy
+539,756
New +$6.49M 2.47% 6

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CC
Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
LPL Financial
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

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

Manske Wealth Management increased its Invesco Preferred ETF (PGX) stake by 13% in Q2 2026, buying an estimated $959K and bringing the position to 751,282 shares worth $8.14M. The position accounts for 2.02% of the portfolio, ranked #7.

Manske Wealth Management first reported a position in PGX in Q4 2024 and has held it in 7 quarters since. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Manske Wealth Management held 751,282 shares of Invesco Preferred ETF worth $8.14M as of Q2 2026.
  • Manske Wealth Management bought 86,871 Invesco Preferred ETF shares in Q2 2026, an estimated $959K.
  • Invesco Preferred ETF made up 2.02% of Manske Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Manske Wealth Management first reported a position in Invesco Preferred ETF in Q4 2024 and has held it in 7 quarters since.
  • 408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Manske Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.