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

SHP 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 		$2K Sell
184
-816
-82% -$9K ﹤0.01% 1408
2026
Q1 		$10.9K Hold
1,000
– – ﹤0.01% 883
2025
Q4 		$11.2K Buy
+1,000
New +$11.4K ﹤0.01% 806

Other funds holding PGX

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
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
SA
Stonebridge Advisors Wilton, Connecticut $83M AUM 1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
TLP
Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return
MWM
Manske Wealth Management Houston, Texas $403M AUM 27.32% 1-Year Est. Return

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

SHP Wealth Management reduced its Invesco Preferred ETF (PGX) stake by 82% in Q2 2026, selling an estimated $9K and leaving 184 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1408.

SHP Wealth Management first reported a position in PGX in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.2K in Q4 2025. 272 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • SHP Wealth Management held 184 shares of Invesco Preferred ETF worth $2K as of Q2 2026.
  • SHP Wealth Management sold 816 Invesco Preferred ETF shares in Q2 2026, an estimated $9K.
  • Invesco Preferred ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1408 holding.
  • SHP Wealth Management first reported a position in Invesco Preferred ETF in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Invesco Preferred ETF position peaked at $11.2K in Q4 2025.
  • 272 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.