NewEdge Wealth’s Invesco Preferred ETF PGX Stock Holding History

NewEdge Wealth’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	–	Sell	-13,323	Closed	-$145K	–	1265
2026 Q1	$145K	Sell	13,323 -22,867	-63%	-$258K	﹤0.01%	1098
2025 Q4	$407K	Buy	+36,190	New	+$413K	﹤0.01%	915
2025 Q2	–	Sell	-37,831	Closed	-$424K	–	1014
2025 Q1	$424K	Sell	37,831 -1,859	-5%	-$21.5K	0.01%	694
2024 Q4	$458K	Sell	39,690 -30,599	-44%	-$368K	0.01%	661
2024 Q3	$868K	Sell	70,289 -32,387	-32%	-$387K	0.02%	498
2024 Q2	$1.19M	Sell	102,676 -28,905	-22%	-$334K	0.03%	392
2024 Q1	$1.51M	Sell	131,581 -14,915	-10%	-$176K	0.03%	364
2023 Q4	$1.68M	Buy	146,496 +4,002	+3%	+$43.7K	0.04%	322
2023 Q3	$1.56M	Buy	142,494 +39,419	+38%	+$441K	0.05%	297
2023 Q2	$1.17M	Buy	103,075 +91,983	+829%	+$1.04M	0.04%	327
2023 Q1	$127K	Buy	+11,092	New	+$133K	﹤0.01%	595

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

NewEdge Wealth's PGX Position: Q2 2026 in Review

NewEdge Wealth sold out of Invesco Preferred ETF (PGX) in Q2 2026, closing a stake of 13,323 shares — an estimated $145K sold.

NewEdge Wealth first reported a position in PGX in Q1 2023 and held it in 11 quarters. The position peaked at $1.68M in Q4 2023. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

NewEdge Wealth reported no remaining Invesco Preferred ETF position as of Q2 2026 after selling out during the quarter.
NewEdge Wealth sold 13,323 Invesco Preferred ETF shares in Q2 2026, an estimated $145K.
NewEdge Wealth first reported a position in Invesco Preferred ETF in Q1 2023 and held it in 11 quarters.
NewEdge Wealth's Invesco Preferred ETF position peaked at $1.68M in Q4 2023.
408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.