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

SOA 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 		$17.9K Buy
1,650
+23
+1% +$254 ﹤0.01% 538
2026
Q1 		$17.7K Buy
1,627
+25
+2% +$283 ﹤0.01% 513
2025
Q4 		$18K Buy
1,602
+25
+2% +$285 ﹤0.01% 521
2025
Q3 		$18.3K Buy
1,577
+23
+1% +$263 ﹤0.01% 531
2025
Q2 		$17.3K Sell
1,554
-756
-33% -$8.33K ﹤0.01% 530
2025
Q1 		$25.9K Buy
2,310
+34
+1% +$393 0.01% 428
2024
Q4 		$26.2K Buy
2,276
+33
+1% +$397 ﹤0.01% 413
2024
Q3 		$27.7K Buy
2,243
+32
+1% +$382 0.01% 402
2024
Q2 		$25.5K Sell
2,211
-702
-24% -$8.11K 0.01% 403
2024
Q1 		$34.6K Buy
2,913
+41
+1% +$483 0.01% 356
2023
Q4 		$32.9K Buy
2,872
+18
+0.6% +$196 0.01% 347
2023
Q3 		$31.3K Buy
2,854
+44
+2% +$492 0.01% 345
2023
Q2 		$31.9K Buy
2,810
+45
+2% +$511 0.01% 345
2023
Q1 		$31.7K Buy
2,765
+40
+1% +$480 0.01% 345
2022
Q4 		$30.5K Buy
2,725
+43
+2% +$497 0.01% 344
2022
Q3 		$31K Buy
2,682
+50
+2% +$629 0.01% 318
2022
Q2 		$32K Buy
2,632
+34
+1% +$427 0.01% 313
2022
Q1 		$35K Buy
2,598
+30
+1% +$418 0.01% 362
2021
Q4 		$38K Buy
2,568
+30
+1% +$447 0.01% 336
2021
Q3 		$38K Buy
2,538
+25
+1% +$379 0.01% 346
2021
Q2 		$38K Buy
2,513
+15
+0.6% +$227 0.01% 349
2021
Q1 		$37K Sell
2,498
-15
-0.6% -$223 0.01% 305
2020
Q4 		$37K Buy
+2,513
New +$37.7K 0.01% 301

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CC
Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
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

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

SOA Wealth Advisors increased its Invesco Preferred ETF (PGX) stake by 1.4% in Q2 2026, buying an estimated $254 and bringing the position to 1,650 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

SOA Wealth Advisors first reported a position in PGX in Q4 2020 and has held it in 23 quarters since. The position peaked at $38K in Q4 2021. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • SOA Wealth Advisors held 1,650 shares of Invesco Preferred ETF worth $17.9K as of Q2 2026.
  • SOA Wealth Advisors bought 23 Invesco Preferred ETF shares in Q2 2026, an estimated $254.
  • Invesco Preferred ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #538 holding.
  • SOA Wealth Advisors first reported a position in Invesco Preferred ETF in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Invesco Preferred ETF position peaked at $38K in Q4 2021.
  • 408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.