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 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 $1.37T 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 $50M AUM 2.62% 1-Year Est. Return

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

NewEdge Wealth's PGX Position: Q1 2026 in Review

NewEdge Wealth reduced its Invesco Preferred ETF (PGX) stake by 63% in Q1 2026, selling an estimated $258K and leaving 13,323 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #1098.

NewEdge Wealth first reported a position in PGX in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.68M in Q4 2023. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

NewEdge Wealth held 13,323 shares of Invesco Preferred ETF worth $145K as of Q1 2026.
NewEdge Wealth sold 22,867 Invesco Preferred ETF shares in Q1 2026, an estimated $258K.
Invesco Preferred ETF made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #1098 holding.
NewEdge Wealth first reported a position in Invesco Preferred ETF in Q1 2023 and has held it in 11 quarters since.
NewEdge Wealth's Invesco Preferred ETF position peaked at $1.68M in Q4 2023.
413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.