Pinnacle Wealth Planning Services’s Invesco Preferred ETF PGX Stock Holding History

Pinnacle Wealth Planning Services’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	$577	Sell	53 -3,881	-99%	-$43.9K	﹤0.01%	2611
2025 Q4	$44.2K	Buy	+3,934	New	+$44.9K	﹤0.01%	1277
2021 Q1	–	Sell	-33	Closed	-$1K	–	1504
2020 Q4	$1K	Buy	+33	New	+$495	﹤0.01%	2156

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 Planning Services's PGX Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Invesco Preferred ETF (PGX) stake by 99% in Q1 2026, selling an estimated $43.9K and leaving 53 shares worth $577. The position accounts for ﹤0.01% of the portfolio, ranked #2611.

Pinnacle Wealth Planning Services first reported a position in PGX in Q4 2020 and has held it in 3 quarters since. The position peaked at $44.2K in Q4 2025. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

Pinnacle Wealth Planning Services held 53 shares of Invesco Preferred ETF worth $577 as of Q1 2026.
Pinnacle Wealth Planning Services sold 3,881 Invesco Preferred ETF shares in Q1 2026, an estimated $43.9K.
Invesco Preferred ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2611 holding.
Pinnacle Wealth Planning Services first reported a position in Invesco Preferred ETF in Q4 2020 and has held it in 3 quarters since.
Pinnacle Wealth Planning Services's Invesco Preferred ETF position peaked at $44.2K in Q4 2025.
413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.