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 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 $1.37T 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

Prosperity Consulting Group's PGX Position: Q1 2026 in Review

Prosperity Consulting Group reduced its Invesco Preferred ETF (PGX) stake by 9.6% in Q1 2026, selling an estimated $58.2K and leaving 48,719 shares worth $530K. The position accounts for 0.02% of the portfolio, ranked #350.

Prosperity Consulting Group first reported a position in PGX in Q3 2024 and has held it in 7 quarters since. The position peaked at $996K in Q4 2024. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

Prosperity Consulting Group held 48,719 shares of Invesco Preferred ETF worth $530K as of Q1 2026.
Prosperity Consulting Group sold 5,151 Invesco Preferred ETF shares in Q1 2026, an estimated $58.2K.
Invesco Preferred ETF made up 0.02% of Prosperity Consulting Group's portfolio in Q1 2026, its #350 holding.
Prosperity Consulting Group first reported a position in Invesco Preferred ETF in Q3 2024 and has held it in 7 quarters since.
Prosperity Consulting Group's Invesco Preferred ETF position peaked at $996K in Q4 2024.
413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.