Spire Wealth Management’s Invesco Preferred ETF PGX Stock Holding History

Spire Wealth 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 Q2	$4.78K	Hold	441	–	–	﹤0.01%	1836
2026 Q1	$4.8K	Hold	441	–	–	﹤0.01%	1854
2025 Q4	$4.96K	Hold	441	–	–	﹤0.01%	1915
2025 Q3	$5.12K	Hold	441	–	–	﹤0.01%	1951
2025 Q2	$4.91K	Buy	+441	New	+$4.86K	﹤0.01%	1951
2025 Q1	–	Sell	-2,087	Closed	-$24.1K	–	2555
2024 Q4	$24.1K	Sell	2,087 -1,638	-44%	-$19.7K	﹤0.01%	1560
2024 Q3	$46K	Sell	3,725 -132	-3%	-$1.57K	﹤0.01%	1156
2024 Q2	$44.5K	Sell	3,857 -67	-2%	-$774	﹤0.01%	1161
2024 Q1	$46.6K	Sell	3,924 -27	-0.7%	-$318	﹤0.01%	1240
2023 Q4	$45.9K	Sell	3,951 -377	-9%	-$4.12K	﹤0.01%	1227
2023 Q3	$47.4K	Buy	4,328 +159	+4%	+$1.78K	﹤0.01%	1191
2023 Q2	$47.4K	Buy	4,169 +49	+1%	+$556	﹤0.01%	1219
2023 Q1	$47.3K	Buy	4,120 +215	+6%	+$2.58K	﹤0.01%	1228
2022 Q4	$44K	Buy	3,905 +44	+1%	+$509	﹤0.01%	1032
2022 Q3	$46K	Sell	3,861 -3,920	-50%	-$49.3K	﹤0.01%	979
2022 Q2	$96K	Sell	7,781 -27,715	-78%	-$348K	﹤0.01%	1049
2022 Q1	$510K	Buy	35,496 +27,790	+361%	+$387K	0.01%	567
2021 Q4	$116K	Sell	7,706 -3,334	-30%	-$49.7K	﹤0.01%	1337
2021 Q3	$166K	Buy	11,040 +485	+5%	+$7.36K	﹤0.01%	995
2021 Q2	$162K	Buy	10,555 +44	+0.4%	+$665	﹤0.01%	1008
2021 Q1	$158K	Buy	+10,511	New	+$156K	﹤0.01%	1172

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

Spire Wealth Management's PGX Position: Q2 2026 in Review

Spire Wealth Management held its Invesco Preferred ETF (PGX) position steady in Q2 2026 at 441 shares worth $4.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1836.

Spire Wealth Management first reported a position in PGX in Q1 2021 and has held it in 21 quarters since. The position peaked at $510K in Q1 2022. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Spire Wealth Management held 441 shares of Invesco Preferred ETF worth $4.78K as of Q2 2026.
Spire Wealth Management left its Invesco Preferred ETF share count unchanged in Q2 2026.
Invesco Preferred ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1836 holding.
Spire Wealth Management first reported a position in Invesco Preferred ETF in Q1 2021 and has held it in 21 quarters since.
Spire Wealth Management's Invesco Preferred ETF position peaked at $510K in Q1 2022.
408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.