Pines Wealth Management’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
Other funds holding PGX
BI
CC
SAMC
Pines Wealth Management's PGX Position: Q2 2026 in Review
Pines Wealth Management increased its Invesco Preferred ETF (PGX) stake by 4.7% in Q2 2026, buying an estimated $43.2K and bringing the position to 86,465 shares worth $937K. The position accounts for 0.27% of the portfolio, ranked #93.
Pines Wealth Management first reported a position in PGX in Q4 2024 and has held it in 7 quarters since. 407 funds tracked by Wall St. Rank hold PGX as of Q2 2026.
- Pines Wealth Management held 86,465 shares of Invesco Preferred ETF worth $937K as of Q2 2026.
- Pines Wealth Management bought 3,915 Invesco Preferred ETF shares in Q2 2026, an estimated $43.2K.
- Invesco Preferred ETF made up 0.27% of Pines Wealth Management's portfolio in Q2 2026, its #93 holding.
- Pines Wealth Management first reported a position in Invesco Preferred ETF in Q4 2024 and has held it in 7 quarters since.
- 407 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.
Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.