RDA Financial Network’s Invesco Preferred ETF PGX Stock Holding History

RDA Financial Network’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 Q3	–	Sell	-18,030	Closed	-$195K	–	287
2026 Q2	$195K	Sell	18,030 -275	-2%	-$3.03K	0.04%	284
2026 Q1	$199K	Sell	18,305 -300	-2%	-$3.39K	0.05%	273
2025 Q4	$209K	Hold	18,605	–	–	0.05%	258
2025 Q3	$216K	Hold	18,605	–	–	0.05%	249
2025 Q2	$207K	Hold	18,605	–	–	0.06%	250
2025 Q1	$209K	Sell	18,605 -1,500	-7%	-$17.4K	0.06%	236
2024 Q4	$232K	Sell	20,105 -2,500	-11%	-$30.1K	0.07%	221
2024 Q3	$279K	Hold	22,605	–	–	0.09%	192
2024 Q2	$261K	Sell	22,605 -8,045	-26%	-$93K	0.09%	197
2024 Q1	$364K	Sell	30,650 -6,000	-16%	-$70.7K	0.12%	157
2023 Q4	$420K	Sell	36,650 -850	-2%	-$9.28K	0.16%	137
2023 Q3	$411K	Sell	37,500 -2,700	-7%	-$30.2K	0.18%	127
2023 Q2	$457K	Sell	40,200 -500	-1%	-$5.67K	0.19%	116
2023 Q1	$467K	Sell	40,700 -4,000	-9%	-$48K	0.21%	111
2022 Q4	$500K	Sell	44,700 -8,760	-16%	-$101K	0.25%	95
2022 Q3	$635K	Sell	53,460 -2,570	-5%	-$32.3K	0.35%	83
2022 Q2	$691K	Buy	56,030 +670	+1%	+$8.42K	0.35%	82
2022 Q1	$751K	Sell	55,360 -20,600	-27%	-$287K	0.32%	79
2021 Q4	$1.14M	Buy	75,960 +200	+0.3%	+$2.98K	0.46%	61
2021 Q3	$1.14M	Sell	75,760 -500	-0.7%	-$7.59K	0.5%	60
2021 Q2	$1.17M	Sell	76,260 -900	-1%	-$13.6K	0.52%	58
2021 Q1	$1.16M	Hold	77,160	–	–	0.5%	57
2020 Q4	$1.18M	Sell	77,160 -1,650	-2%	-$24.8K	0.53%	56
2020 Q3	$1.16M	Buy	78,810 +10,300	+15%	+$151K	0.53%	54
2020 Q2	$967K	Buy	68,510 +6,550	+11%	+$91.8K	0.48%	62
2020 Q1	$815K	Sell	61,960 -360	-0.6%	-$5.18K	0.49%	55
2019 Q4	$939K	Sell	62,320 -550	-0.9%	-$8.21K	0.38%	68
2019 Q3	$932K	Buy	62,870 +50	+0.1%	+$744	0.4%	70
2019 Q2	$923K	Sell	62,820 -3,000	-5%	-$43.8K	0.42%	66
2019 Q1	$961K	Buy	+65,820	New	+$936K	0.45%	60

Other funds holding PGX

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

FHB

First Hawaiian Bank Honolulu, Hawaii $826M AUM 13.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return

KLCM

KG&L Capital Management Saint Francisville, Louisiana $163M AUM 24.41% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

RDA Financial Network's PGX Position: Q3 2026 in Review

RDA Financial Network sold out of Invesco Preferred ETF (PGX) in Q3 2026, closing a stake of 18,030 shares — an estimated $195K sold.

RDA Financial Network first reported a position in PGX in Q1 2019 and held it in 30 quarters. The position peaked at $1.18M in Q4 2020. 43 funds tracked by Wall St. Rank hold PGX as of Q3 2026.

RDA Financial Network reported no remaining Invesco Preferred ETF position as of Q3 2026 after selling out during the quarter.
RDA Financial Network sold 18,030 Invesco Preferred ETF shares in Q3 2026, an estimated $195K.
RDA Financial Network first reported a position in Invesco Preferred ETF in Q1 2019 and held it in 30 quarters.
RDA Financial Network's Invesco Preferred ETF position peaked at $1.18M in Q4 2020.
43 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2026.

Based on RDA Financial Network's 13F filing for Q3 2026, filed 15 Oct 2026.