PWS
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Proactive Wealth Strategies’s Invesco Preferred ETF PGX Stock Holding History

Proactive Wealth Strategies’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 		$155K Buy
14,283
+206
+1% +$2.27K 0.02% 219
2026
Q1 		$153K Buy
+14,077
New +$159K 0.03% 208

Other funds holding PGX

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
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
SA
Stonebridge Advisors Wilton, Connecticut $83M AUM 1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
TLP
Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return
MWM
Manske Wealth Management Houston, Texas $403M AUM 27.32% 1-Year Est. Return

Proactive Wealth Strategies's PGX Position: Q2 2026 in Review

Proactive Wealth Strategies increased its Invesco Preferred ETF (PGX) stake by 1.5% in Q2 2026, buying an estimated $2.27K and bringing the position to 14,283 shares worth $155K. The position accounts for 0.02% of the portfolio, ranked #219.

Proactive Wealth Strategies first reported a position in PGX in Q1 2026 and has held it in 2 quarters since. 268 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Proactive Wealth Strategies held 14,283 shares of Invesco Preferred ETF worth $155K as of Q2 2026.
  • Proactive Wealth Strategies bought 206 Invesco Preferred ETF shares in Q2 2026, an estimated $2.27K.
  • Invesco Preferred ETF made up 0.02% of Proactive Wealth Strategies's portfolio in Q2 2026, its #219 holding.
  • Proactive Wealth Strategies first reported a position in Invesco Preferred ETF in Q1 2026 and has held it in 2 quarters since.
  • 268 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.