Prosperity Consulting Group’s Invesco Preferred ETF PGX Stock Holding History

Prosperity Consulting 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	$511K	Sell	47,182 -1,537	-3%	-$17K	0.02%	382
2026 Q1	$530K	Sell	48,719 -5,151	-10%	-$58.2K	0.02%	350
2025 Q4	$606K	Sell	53,870 -21,775	-29%	-$248K	0.03%	330
2025 Q3	$877K	Sell	75,645 -6,995	-8%	-$80.1K	0.04%	268
2025 Q2	$920K	Sell	82,640 -3,334	-4%	-$36.7K	0.07%	238
2025 Q1	$965K	Sell	85,974 -446	-0.5%	-$5.16K	0.07%	226
2024 Q4	$996K	Buy	86,420 +8,724	+11%	+$105K	0.08%	227
2024 Q3	$960K	Buy	+77,696	New	+$927K	0.07%	235

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

Prosperity Consulting Group's PGX Position: Q2 2026 in Review

Prosperity Consulting Group reduced its Invesco Preferred ETF (PGX) stake by 3.2% in Q2 2026, selling an estimated $17K and leaving 47,182 shares worth $511K. The position accounts for 0.02% of the portfolio, ranked #382.

Prosperity Consulting Group first reported a position in PGX in Q3 2024 and has held it in 8 quarters since. The position peaked at $996K in Q4 2024. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Prosperity Consulting Group held 47,182 shares of Invesco Preferred ETF worth $511K as of Q2 2026.
Prosperity Consulting Group sold 1,537 Invesco Preferred ETF shares in Q2 2026, an estimated $17K.
Invesco Preferred ETF made up 0.02% of Prosperity Consulting Group's portfolio in Q2 2026, its #382 holding.
Prosperity Consulting Group first reported a position in Invesco Preferred ETF in Q3 2024 and has held it in 8 quarters since.
Prosperity Consulting Group's Invesco Preferred ETF position peaked at $996K in Q4 2024.
408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.