Spartan Wealth Advisory Services LLC’s Invesco Preferred ETF PGX Stock Holding History

Spartan Wealth Advisory Services LLC’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	$111K	Hold	10,200	–	–	0.01%	315
2026 Q1	$111K	Buy	+10,200	New	+$115K	0.01%	305

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

Spartan Wealth Advisory Services LLC's PGX Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC held its Invesco Preferred ETF (PGX) position steady in Q2 2026 at 10,200 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #315.

Spartan Wealth Advisory Services LLC first reported a position in PGX in Q1 2026 and has held it in 2 quarters since. The position peaked at $111K in Q1 2026. 403 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Spartan Wealth Advisory Services LLC held 10,200 shares of Invesco Preferred ETF worth $111K as of Q2 2026.
Spartan Wealth Advisory Services LLC left its Invesco Preferred ETF share count unchanged in Q2 2026.
Invesco Preferred ETF made up 0.01% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #315 holding.
Spartan Wealth Advisory Services LLC first reported a position in Invesco Preferred ETF in Q1 2026 and has held it in 2 quarters since.
Spartan Wealth Advisory Services LLC's Invesco Preferred ETF position peaked at $111K in Q1 2026.
403 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.