Shulman DeMeo Asset Management’s Invesco Preferred ETF PGX Stock Holding History

Shulman DeMeo Asset 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 Q3	$940K	Sell	93,378 -6,055	-6%	-$64.3K	0.19%	41
2026 Q2	$1.08M	Sell	99,433 -557	-0.6%	-$6.15K	0.2%	39
2026 Q1	$1.09M	Sell	99,990 -1,959	-2%	-$22.1K	0.23%	38
2025 Q4	$1.15M	Sell	101,949 -4,248	-4%	-$48.4K	0.26%	31
2025 Q3	$1.23M	Buy	106,197 +7	+0%	+$80	0.28%	28
2025 Q2	$1.18M	Sell	106,190 -63	-0.1%	-$694	0.29%	27
2025 Q1	$1.19M	Sell	106,253 -911	-0.9%	-$10.5K	0.33%	26
2024 Q4	$1.24M	Sell	107,164 -288	-0.3%	-$3.46K	0.33%	23
2024 Q3	$1.33M	Buy	107,452 +6	+0%	+$72	0.33%	26
2024 Q2	$1.24M	Sell	107,446 -141	-0.1%	-$1.63K	0.32%	25
2024 Q1	$1.28M	Sell	107,587 -50	-0%	-$589	0.34%	24
2023 Q4	$1.23M	Sell	107,637 -272	-0.3%	-$2.97K	0.35%	24
2023 Q3	$1.18M	Sell	107,909 -74	-0.1%	-$828	0.39%	22
2023 Q2	$1.23M	Sell	107,983 -341	-0.3%	-$3.87K	0.37%	24
2023 Q1	$1.24M	Sell	108,324 -263	-0.2%	-$3.16K	0.39%	23
2022 Q4	$1.21M	Sell	108,587 -124	-0.1%	-$1.43K	0.4%	27
2022 Q3	$1.29M	Buy	108,711 +13	+0%	+$164	0.46%	19
2022 Q2	$1.34M	Sell	108,698 -262	-0.2%	-$3.29K	0.44%	22
2022 Q1	$1.48M	Buy	108,960 +525	+0.5%	+$7.31K	0.41%	23
2021 Q4	$1.63M	Buy	+108,435	New	+$1.62M	0.42%	21
2021 Q3	–	Sell	-106,017	Closed	-$1.62M	–	119
2021 Q2	$1.62M	Sell	106,017 -16,097	-13%	-$243K	0.63%	12
2021 Q1	$1.83M	Buy	122,114 +2,726	+2%	+$40.5K	0.5%	19
2020 Q4	$1.82M	Buy	119,388 +6,841	+6%	+$103K	0.52%	19
2020 Q3	$1.66M	Hold	112,547	–	–	0.55%	19
2020 Q2	$1.59M	Sell	112,547 -20,240	-15%	-$284K	0.61%	15
2020 Q1	$1.75M	Sell	132,787 -10,642	-7%	-$153K	0.81%	15
2019 Q4	$2.15M	Buy	143,429 +16,981	+13%	+$253K	0.75%	15
2019 Q3	$1.9M	Buy	126,448 +18,372	+17%	+$273K	0.64%	17
2019 Q2	$1.58M	Sell	108,076 -93	-0.1%	-$1.36K	0.58%	19
2019 Q1	$1.57M	Buy	108,169 +629	+0.6%	+$8.95K	0.6%	19
2018 Q4	$1.45M	Buy	+107,540	New	+$1.48M	0.8%	12

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

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

MPWT

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

AWA

Aletheian Wealth Advisors Bellevue, Washington $249M AUM

AIC

Argus Investors Counsel New York $129M AUM 31.03% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Shulman DeMeo Asset Management's PGX Position: Q3 2026 in Review

Shulman DeMeo Asset Management reduced its Invesco Preferred ETF (PGX) stake by 6.1% in Q3 2026, selling an estimated $64.3K and leaving 93,378 shares worth $940K. The position accounts for 0.19% of the portfolio, ranked #41.

Shulman DeMeo Asset Management first reported a position in PGX in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.15M in Q4 2019. 25 funds tracked by Wall St. Rank hold PGX as of Q3 2026.

Shulman DeMeo Asset Management held 93,378 shares of Invesco Preferred ETF worth $940K as of Q3 2026.
Shulman DeMeo Asset Management sold 6,055 Invesco Preferred ETF shares in Q3 2026, an estimated $64.3K.
Invesco Preferred ETF made up 0.19% of Shulman DeMeo Asset Management's portfolio in Q3 2026, its #41 holding.
Shulman DeMeo Asset Management first reported a position in Invesco Preferred ETF in Q4 2018 and has held it in 31 quarters since.
Shulman DeMeo Asset Management's Invesco Preferred ETF position peaked at $2.15M in Q4 2019.
25 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.