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Pursuit Wealth Strategies’s Invesco Preferred ETF PGX Stock Holding History

Pursuit 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 		$746K Sell
68,856
-74,866
-52% -$826K 0.97% 31
2026
Q1 		$1.56M Sell
143,722
-5,593
-4% -$63.2K 2.17% 9
2025
Q4 		$1.68M Buy
+149,315
New +$1.7M 2.35% 10

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CC
Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
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

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

Pursuit Wealth Strategies reduced its Invesco Preferred ETF (PGX) stake by 52% in Q2 2026, selling an estimated $826K and leaving 68,856 shares worth $746K. The position accounts for 0.97% of the portfolio, ranked #31.

Pursuit Wealth Strategies first reported a position in PGX in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.68M in Q4 2025. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Pursuit Wealth Strategies held 68,856 shares of Invesco Preferred ETF worth $746K as of Q2 2026.
  • Pursuit Wealth Strategies sold 74,866 Invesco Preferred ETF shares in Q2 2026, an estimated $826K.
  • Invesco Preferred ETF made up 0.97% of Pursuit Wealth Strategies's portfolio in Q2 2026, its #31 holding.
  • Pursuit Wealth Strategies first reported a position in Invesco Preferred ETF in Q4 2025 and has held it in 3 quarters since.
  • Pursuit Wealth Strategies's Invesco Preferred ETF position peaked at $1.68M in Q4 2025.
  • 408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

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