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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
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
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Pursuit Wealth Strategies's PGX Position: Q1 2026 in Review

Pursuit Wealth Strategies reduced its Invesco Preferred ETF (PGX) stake by 3.7% in Q1 2026, selling an estimated $63.2K and leaving 143,722 shares worth $1.56M. The position accounts for 2.17% of the portfolio, ranked #9.

Pursuit Wealth Strategies first reported a position in PGX in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.68M in Q4 2025. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

  • Pursuit Wealth Strategies held 143,722 shares of Invesco Preferred ETF worth $1.56M as of Q1 2026.
  • Pursuit Wealth Strategies sold 5,593 Invesco Preferred ETF shares in Q1 2026, an estimated $63.2K.
  • Invesco Preferred ETF made up 2.17% of Pursuit Wealth Strategies's portfolio in Q1 2026, its #9 holding.
  • Pursuit Wealth Strategies first reported a position in Invesco Preferred ETF in Q4 2025 and has held it in 2 quarters since.
  • Pursuit Wealth Strategies's Invesco Preferred ETF position peaked at $1.68M in Q4 2025.
  • 413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Pursuit Wealth Strategies's 13F filing for Q1 2026, filed 15 May 2026.