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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
Q2 		– Sell
-10,730
Closed -$117K – 596
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CC
Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
LPL Financial
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

Pinnacle Wealth Management Advisory Group's PGX Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group sold out of Invesco Preferred ETF (PGX) in Q2 2026, closing a stake of 10,730 shares — an estimated $117K sold.

Pinnacle Wealth Management Advisory Group first reported a position in PGX in Q4 2015 and held it in 26 quarters. The position peaked at $249K in Q3 2016. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group reported no remaining Invesco Preferred ETF position as of Q2 2026 after selling out during the quarter.
  • Pinnacle Wealth Management Advisory Group sold 10,730 Invesco Preferred ETF shares in Q2 2026, an estimated $117K.
  • Pinnacle Wealth Management Advisory Group first reported a position in Invesco Preferred ETF in Q4 2015 and held it in 26 quarters.
  • Pinnacle Wealth Management Advisory Group's Invesco Preferred ETF position peaked at $249K in Q3 2016.
  • 408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.