N.E.W. Advisory Services’s Invesco Preferred ETF PGX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-2,000
Closed -$21.8K 1016
2026
Q1
$21.8K Buy
+2,000
New +$22.6K ﹤0.01% 495

Other funds holding PGX

N.E.W. Advisory Services's PGX Position: Q2 2026 in Review

N.E.W. Advisory Services sold out of Invesco Preferred ETF (PGX) in Q2 2026, closing a stake of 2,000 shares — an estimated $21.8K sold.

N.E.W. Advisory Services first reported a position in PGX in Q1 2026 and held it in 1 quarter. The position peaked at $21.8K in Q1 2026. 407 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • N.E.W. Advisory Services reported no remaining Invesco Preferred ETF position as of Q2 2026 after selling out during the quarter.
  • N.E.W. Advisory Services sold 2,000 Invesco Preferred ETF shares in Q2 2026, an estimated $21.8K.
  • N.E.W. Advisory Services first reported a position in Invesco Preferred ETF in Q1 2026 and held it in 1 quarter.
  • N.E.W. Advisory Services's Invesco Preferred ETF position peaked at $21.8K in Q1 2026.
  • 407 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.