Pinnacle Wealth Management Advisory Group’s Invesco Preferred ETF PGX Stock Holding History

Pinnacle Wealth Management Advisory Group’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	$117K	Sell	10,730 -5,184	-33%	-$58.6K	0.01%	530
2025 Q4	$179K	Sell	15,914 -5,040	-24%	-$57.5K	0.01%	510
2025 Q3	$243K	Buy	20,954 +6,565	+46%	+$75.2K	0.02%	353
2025 Q2	$160K	Sell	14,389 -1,000	-6%	-$11K	0.01%	360
2025 Q1	$173K	Buy	+15,389	New	+$178K	0.02%	351
2024 Q4	–	Sell	-15,253	Closed	-$188K	–	371
2024 Q3	$188K	Buy	15,253 +696	+5%	+$8.31K	0.02%	351
2024 Q2	$168K	Buy	14,557 +559	+4%	+$6.46K	0.02%	340
2024 Q1	$166K	Sell	13,998 -1,530	-10%	-$18K	0.02%	335
2023 Q4	$178K	Buy	+15,528	New	+$169K	0.02%	320
2020 Q4	–	Sell	-10,980	Closed	-$162K	–	190
2020 Q3	$162K	Sell	10,980 -300	-3%	-$4.4K	0.06%	175
2020 Q2	$159K	Sell	11,280 -200	-2%	-$2.8K	0.06%	172
2020 Q1	$151K	Buy	11,480 +480	+4%	+$6.9K	0.07%	154
2019 Q4	$165K	Buy	+11,000	New	+$164K	0.06%	185
2019 Q2	–	Sell	-10,205	Closed	-$148K	–	191
2019 Q1	$148K	Buy	+10,205	New	+$145K	0.07%	180
2018 Q4	–	Sell	-14,240	Closed	-$204K	–	173
2018 Q3	$204K	Sell	14,240 -426	-3%	-$6.18K	0.1%	151
2018 Q2	$214K	Buy	14,666 +1,095	+8%	+$15.9K	0.12%	134
2018 Q1	$198K	Sell	13,571 -620	-4%	-$9.04K	0.11%	138
2017 Q4	$211K	Sell	14,191 -375	-3%	-$5.62K	0.12%	138
2017 Q3	$219K	Buy	14,566 +426	+3%	+$6.42K	0.13%	136
2017 Q2	$214K	Buy	14,140 +1,150	+9%	+$17.3K	0.13%	134
2017 Q1	$193K	Buy	12,990 +490	+4%	+$7.17K	0.13%	126
2016 Q4	$178K	Sell	12,500 -3,950	-24%	-$57.5K	0.13%	121
2016 Q3	$249K	Buy	16,450 +1,550	+10%	+$23.7K	0.19%	107
2016 Q2	$227K	Buy	14,900 +2,405	+19%	+$36.1K	0.18%	107
2016 Q1	$186K	Buy	12,495 +2,340	+23%	+$34.5K	0.17%	109
2015 Q4	$152K	Buy	+10,155	New	+$150K	0.14%	105

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

Pinnacle Wealth Management Advisory Group's PGX Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Invesco Preferred ETF (PGX) stake by 33% in Q1 2026, selling an estimated $58.6K and leaving 10,730 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #530.

Pinnacle Wealth Management Advisory Group first reported a position in PGX in Q4 2015 and has held it in 26 quarters since. The position peaked at $249K in Q3 2016. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

Pinnacle Wealth Management Advisory Group held 10,730 shares of Invesco Preferred ETF worth $117K as of Q1 2026.
Pinnacle Wealth Management Advisory Group sold 5,184 Invesco Preferred ETF shares in Q1 2026, an estimated $58.6K.
Invesco Preferred ETF made up 0.01% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #530 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Invesco Preferred ETF in Q4 2015 and has held it in 26 quarters since.
Pinnacle Wealth Management Advisory Group's Invesco Preferred ETF position peaked at $249K in Q3 2016.
413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.