Sax Wealth Advisors’s Invesco Preferred ETF PGX Stock Holding History

Sax Wealth Advisors’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	$142K	Sell	13,059 -3,300	-20%	-$36.4K	0.01%	532
2026 Q1	$184K	Hold	16,359	–	–	0.01%	473
2025 Q4	$184K	Hold	16,359	–	–	0.01%	479
2025 Q3	$190K	Sell	16,359 -1,150	-7%	-$13.2K	0.01%	431
2025 Q2	$195K	Sell	17,509 -1,547	-8%	-$17K	0.01%	413
2025 Q1	$214K	Sell	19,056 -2,895	-13%	-$33.5K	0.02%	343
2024 Q4	$253K	Buy	21,951 +1,440	+7%	+$17.3K	0.02%	288
2024 Q3	$253K	Buy	20,511 +2,946	+17%	+$35.2K	0.02%	245
2024 Q2	$203K	Buy	17,565 +1,510	+9%	+$17.5K	0.02%	263
2024 Q1	$191K	Hold	16,055	–	–	0.02%	183
2023 Q4	$184K	Sell	16,055 -105,206	-87%	-$1.15M	0.03%	183
2023 Q3	$1.33M	Buy	121,261 +188	+0.2%	+$2.1K	0.26%	55
2023 Q2	$1.38M	Sell	121,073 -14,581	-11%	-$165K	0.27%	53
2023 Q1	$1.56M	Sell	135,654 -5,540	-4%	-$66.5K	0.34%	49
2022 Q4	$1.58M	Sell	141,194 -1,661	-1%	-$19.2K	0.36%	47
2022 Q3	$1.7M	Buy	142,855 +4,445	+3%	+$55.9K	0.44%	42
2022 Q2	$1.71M	Sell	138,410 -35,867	-21%	-$451K	0.43%	41
2022 Q1	$2.37M	Sell	174,277 -340	-0.2%	-$4.73K	0.57%	36
2021 Q4	$2.62M	Buy	174,617 +15,438	+10%	+$230K	0.55%	37
2021 Q3	$2.39M	Buy	159,179 +12,118	+8%	+$184K	0.57%	35
2021 Q2	$2.25M	Buy	147,061 +19,000	+15%	+$287K	0.77%	33
2021 Q1	$1.92M	Buy	128,061 +14,119	+12%	+$210K	0.7%	38
2020 Q4	$1.74M	Buy	+113,942	New	+$1.71M	0.8%	35

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Sax Wealth Advisors's PGX Position: Q2 2026 in Review

Sax Wealth Advisors reduced its Invesco Preferred ETF (PGX) stake by 20% in Q2 2026, selling an estimated $36.4K and leaving 13,059 shares worth $142K. The position accounts for 0.01% of the portfolio, ranked #532.

Sax Wealth Advisors first reported a position in PGX in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.62M in Q4 2021. 410 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Sax Wealth Advisors held 13,059 shares of Invesco Preferred ETF worth $142K as of Q2 2026.
Sax Wealth Advisors sold 3,300 Invesco Preferred ETF shares in Q2 2026, an estimated $36.4K.
Invesco Preferred ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #532 holding.
Sax Wealth Advisors first reported a position in Invesco Preferred ETF in Q4 2020 and has held it in 23 quarters since.
Sax Wealth Advisors's Invesco Preferred ETF position peaked at $2.62M in Q4 2021.
410 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.