SkyOak Wealth’s Invesco Preferred ETF PGX Stock Holding History

SkyOak 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 Q2	$366K	Sell	33,778 -1,000	-3%	-$11K	0.06%	159
2026 Q1	$378K	Hold	34,778	–	–	0.07%	150
2025 Q4	$391K	Buy	34,778 +5,000	+17%	+$57K	0.07%	149
2025 Q3	$345K	Hold	29,778	–	–	0.07%	172
2025 Q2	$331K	Buy	29,778 +1,000	+3%	+$11K	0.07%	163
2025 Q1	$323K	Hold	28,778	–	–	0.07%	160
2024 Q4	$332K	Buy	28,778 +9,000	+46%	+$108K	0.07%	160
2024 Q3	$244K	Hold	19,778	–	–	0.05%	201
2024 Q2	$228K	Buy	19,778 +6,798	+52%	+$78.6K	0.05%	214
2024 Q1	$154K	Hold	12,980	–	–	0.04%	234
2023 Q4	$149K	Hold	12,980	–	–	0.04%	225
2023 Q3	$142K	Buy	+12,980	New	+$145K	0.04%	219
2022 Q3	–	Sell	-10,480	Closed	-$129K	–	231
2022 Q2	$129K	Hold	10,480	–	–	0.04%	206
2022 Q1	$142K	Hold	10,480	–	–	0.04%	231
2021 Q4	$157K	Hold	10,480	–	–	0.04%	234
2021 Q3	$158K	Hold	10,480	–	–	0.04%	222
2021 Q2	$161K	Hold	10,480	–	–	0.04%	227
2021 Q1	$158K	Hold	10,480	–	–	0.04%	226
2020 Q4	$160K	Hold	10,480	–	–	0.05%	207
2020 Q3	$154K	Sell	10,480 -1,214	-10%	-$17.8K	0.06%	191
2020 Q2	$165K	Hold	11,694	–	–	0.06%	221
2020 Q1	$154K	Sell	11,694 -2,655	-19%	-$38.2K	0.08%	195
2019 Q4	$215K	Buy	+14,349	New	+$214K	0.07%	275

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

SkyOak Wealth's PGX Position: Q2 2026 in Review

SkyOak Wealth reduced its Invesco Preferred ETF (PGX) stake by 2.9% in Q2 2026, selling an estimated $11K and leaving 33,778 shares worth $366K. The position accounts for 0.06% of the portfolio, ranked #159.

SkyOak Wealth first reported a position in PGX in Q4 2019 and has held it in 23 quarters since. The position peaked at $391K in Q4 2025. 407 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

SkyOak Wealth held 33,778 shares of Invesco Preferred ETF worth $366K as of Q2 2026.
SkyOak Wealth sold 1,000 Invesco Preferred ETF shares in Q2 2026, an estimated $11K.
Invesco Preferred ETF made up 0.06% of SkyOak Wealth's portfolio in Q2 2026, its #159 holding.
SkyOak Wealth first reported a position in Invesco Preferred ETF in Q4 2019 and has held it in 23 quarters since.
SkyOak Wealth's Invesco Preferred ETF position peaked at $391K in Q4 2025.
407 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.