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

CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $233M AUM 15.96% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 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. 73 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.
  • 73 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.