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 Q2	$123K	Buy	11,311 +11,258	+21,242%	+$124K	0.01%	759
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 $1.55T AUM 33.47% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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 Planning Services's PGX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Invesco Preferred ETF (PGX) stake by 21,242% in Q2 2026, buying an estimated $124K and bringing the position to 11,311 shares worth $123K. The position accounts for 0.01% of the portfolio, ranked #759.

Pinnacle Wealth Planning Services first reported a position in PGX in Q4 2020 and has held it in 4 quarters since. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Pinnacle Wealth Planning Services held 11,311 shares of Invesco Preferred ETF worth $123K as of Q2 2026.
Pinnacle Wealth Planning Services bought 11,258 Invesco Preferred ETF shares in Q2 2026, an estimated $124K.
Invesco Preferred ETF made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #759 holding.
Pinnacle Wealth Planning Services first reported a position in Invesco Preferred ETF in Q4 2020 and has held it in 4 quarters since.
408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.