NWM
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Nova Wealth Management’s Invesco Preferred ETF PGX Stock Holding History

Nova 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 		– Sell
-191
Closed -$2.08K – 607
2026
Q1 		$2.08K Buy
+191
New +$2.16K ﹤0.01% 499

Other funds holding PGX

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
TLP
Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $472M AUM
PT
Plimoth Trust Plymouth, Massachusetts $501M AUM 35.9% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

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

Nova Wealth Management sold out of Invesco Preferred ETF (PGX) in Q2 2026, closing a stake of 191 shares — an estimated $2.08K sold.

Nova Wealth Management first reported a position in PGX in Q1 2026 and held it in 1 quarter. The position peaked at $2.08K in Q1 2026. 161 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Nova Wealth Management reported no remaining Invesco Preferred ETF position as of Q2 2026 after selling out during the quarter.
  • Nova Wealth Management sold 191 Invesco Preferred ETF shares in Q2 2026, an estimated $2.08K.
  • Nova Wealth Management first reported a position in Invesco Preferred ETF in Q1 2026 and held it in 1 quarter.
  • Nova Wealth Management's Invesco Preferred ETF position peaked at $2.08K in Q1 2026.
  • 161 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.