New England Private Wealth Advisors’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
Other funds holding PGX
BI
CC
SAMC
New England Private Wealth Advisors's PGX Position: Q2 2026 in Review
New England Private Wealth Advisors increased its Invesco Preferred ETF (PGX) stake by 1.5% in Q2 2026, buying an estimated $9.55K and bringing the position to 60,462 shares worth $655K. The position accounts for 0.06% of the portfolio, ranked #127.
New England Private Wealth Advisors first reported a position in PGX in Q3 2019 and has held it in 5 quarters since. The position peaked at $670K in Q3 2025. 407 funds tracked by Wall St. Rank hold PGX as of Q2 2026.
- New England Private Wealth Advisors held 60,462 shares of Invesco Preferred ETF worth $655K as of Q2 2026.
- New England Private Wealth Advisors bought 866 Invesco Preferred ETF shares in Q2 2026, an estimated $9.55K.
- Invesco Preferred ETF made up 0.06% of New England Private Wealth Advisors's portfolio in Q2 2026, its #127 holding.
- New England Private Wealth Advisors first reported a position in Invesco Preferred ETF in Q3 2019 and has held it in 5 quarters since.
- New England Private Wealth Advisors's Invesco Preferred ETF position peaked at $670K in Q3 2025.
- 407 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.
Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.