Private Wealth Asset Management’s Invesco Preferred ETF PGX Stock Holding History

Private Wealth Asset Management’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	-101	Closed	-$1.1K	–	954
2026 Q1	$1.1K	Hold	101	–	–	﹤0.01%	872
2025 Q4	$1.14K	Buy	+101	New	+$1.15K	﹤0.01%	858

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

Private Wealth Asset Management's PGX Position: Q2 2026 in Review

Private Wealth Asset Management sold out of Invesco Preferred ETF (PGX) in Q2 2026, closing a stake of 101 shares — an estimated $1.1K sold.

Private Wealth Asset Management first reported a position in PGX in Q4 2025 and held it in 2 quarters. The position peaked at $1.14K in Q4 2025. 407 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Private Wealth Asset Management reported no remaining Invesco Preferred ETF position as of Q2 2026 after selling out during the quarter.
Private Wealth Asset Management sold 101 Invesco Preferred ETF shares in Q2 2026, an estimated $1.1K.
Private Wealth Asset Management first reported a position in Invesco Preferred ETF in Q4 2025 and held it in 2 quarters.
Private Wealth Asset Management's Invesco Preferred ETF position peaked at $1.14K in Q4 2025.
407 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.