PWM
PGX icon

Purus Wealth Management’s Invesco Preferred ETF PGX Stock Holding History

Purus Wealth Management’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 		$182K Buy
16,836
+42
+0.3% +$463 0.05% 169
2026
Q1 		$183K Buy
16,794
+35
+0.2% +$396 0.06% 156
2025
Q4 		$188K Buy
16,759
+35
+0.2% +$399 0.06% 149
2025
Q3 		$194K Buy
16,724
+32
+0.2% +$367 0.06% 143
2025
Q2 		$186K Buy
16,692
+31
+0.2% +$342 0.06% 139
2025
Q1 		$187K Buy
16,661
+31
+0.2% +$359 0.08% 117
2024
Q4 		$192K Buy
+16,630
New +$200K 0.08% 121

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

Purus Wealth Management's PGX Position: Q2 2026 in Review

Purus Wealth Management increased its Invesco Preferred ETF (PGX) stake by 0.25% in Q2 2026, buying an estimated $463 and bringing the position to 16,836 shares worth $182K. The position accounts for 0.05% of the portfolio, ranked #169.

Purus Wealth Management first reported a position in PGX in Q4 2024 and has held it in 7 quarters since. The position peaked at $194K in Q3 2025. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Purus Wealth Management held 16,836 shares of Invesco Preferred ETF worth $182K as of Q2 2026.
  • Purus Wealth Management bought 42 Invesco Preferred ETF shares in Q2 2026, an estimated $463.
  • Invesco Preferred ETF made up 0.05% of Purus Wealth Management's portfolio in Q2 2026, its #169 holding.
  • Purus Wealth Management first reported a position in Invesco Preferred ETF in Q4 2024 and has held it in 7 quarters since.
  • Purus Wealth Management's Invesco Preferred ETF position peaked at $194K in Q3 2025.
  • 408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Purus Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.