Simplicity Wealth’s Invesco Preferred ETF PGX Stock Holding History

Simplicity Wealth’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 Q1	$135K	Sell	12,453 -69	-0.6%	-$780	0.01%	727
2025 Q4	$141K	Buy	12,522 +182	+1%	+$2.08K	0.01%	684
2025 Q3	$143K	Buy	+12,340	New	+$141K	0.01%	687
2024 Q3	–	Sell	-10,995	Closed	-$127K	–	1010
2024 Q2	$127K	Sell	10,995 -5,778	-34%	-$66.8K	﹤0.01%	1160
2024 Q1	$199K	Buy	+16,773	New	+$198K	﹤0.01%	1075
2022 Q3	–	Sell	-110,511	Closed	-$1.36M	–	70
2022 Q2	$1.36M	Sell	110,511 -54,572	-33%	-$686K	1.99%	15
2022 Q1	$2.24M	Sell	165,083 -73,336	-31%	-$1.02M	2.18%	17
2021 Q4	$3.58M	Buy	+238,419	New	+$3.55M	1.93%	22

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Simplicity Wealth's PGX Position: Q1 2026 in Review

Simplicity Wealth reduced its Invesco Preferred ETF (PGX) stake by 0.55% in Q1 2026, selling an estimated $780 and leaving 12,453 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #727.

Simplicity Wealth first reported a position in PGX in Q4 2021 and has held it in 8 quarters since. The position peaked at $3.58M in Q4 2021. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

Simplicity Wealth held 12,453 shares of Invesco Preferred ETF worth $135K as of Q1 2026.
Simplicity Wealth sold 69 Invesco Preferred ETF shares in Q1 2026, an estimated $780.
Invesco Preferred ETF made up 0.01% of Simplicity Wealth's portfolio in Q1 2026, its #727 holding.
Simplicity Wealth first reported a position in Invesco Preferred ETF in Q4 2021 and has held it in 8 quarters since.
Simplicity Wealth's Invesco Preferred ETF position peaked at $3.58M in Q4 2021.
413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.