Stone Summit Wealth’s Invesco Preferred ETF PGX Stock Holding History

Stone Summit 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 Q3	–	Sell	-18,899	Closed	-$205K	–	141
2026 Q2	$205K	Sell	18,899 -3,800	-17%	-$41.9K	0.05%	144
2026 Q1	$247K	Sell	22,699 -2,300	-9%	-$26K	0.07%	136
2025 Q4	$281K	Sell	24,999 -6,051	-19%	-$69K	0.08%	128
2025 Q3	$360K	Sell	31,050 -19,650	-39%	-$225K	0.1%	114
2025 Q2	$564K	Buy	50,700 +2,950	+6%	+$32.5K	0.17%	93
2025 Q1	$536K	Buy	47,750 +26,500	+125%	+$307K	0.18%	89
2024 Q4	$245K	Sell	21,250 -1,400	-6%	-$16.8K	0.08%	133
2024 Q3	$280K	Sell	22,650 -1,125	-5%	-$13.4K	0.09%	128
2024 Q2	$275K	Sell	23,775 -5,750	-19%	-$66.5K	0.1%	124
2024 Q1	$351K	Sell	29,525 -37,123	-56%	-$437K	0.12%	118
2023 Q4	$764K	Sell	66,648 -1,989	-3%	-$21.7K	0.29%	78
2023 Q3	$752K	Sell	68,637 -4,485	-6%	-$50.2K	0.32%	79
2023 Q2	$831K	Sell	73,122 -4,685	-6%	-$53.2K	0.34%	76
2023 Q1	$893K	Buy	77,807 +5,550	+8%	+$66.6K	0.4%	70
2022 Q4	$808K	Buy	72,257 +2,321	+3%	+$26.8K	0.4%	71
2022 Q3	$831K	Buy	69,936 +28,960	+71%	+$364K	0.51%	59
2022 Q2	$505K	Buy	40,976 +4,239	+12%	+$53.3K	0.3%	82
2022 Q1	$492K	Buy	36,737 +2,685	+8%	+$37.4K	0.28%	85
2021 Q4	$523K	Buy	+34,052	New	+$508K	0.42%	73

Other funds holding PGX

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

CFG

Compass Financial Group Dublin, Ohio $151M AUM 8.97% 1-Year Est. Return

First Hawaiian Bank Honolulu, Hawaii $826M AUM 13.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return

First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return

Wealth Advisory Solutions Indiianapolis, Indiana $484M AUM 15.98% 1-Year Est. Return

Stone Summit Wealth's PGX Position: Q3 2026 in Review

Stone Summit Wealth sold out of Invesco Preferred ETF (PGX) in Q3 2026, closing a stake of 18,899 shares — an estimated $205K sold.

Stone Summit Wealth first reported a position in PGX in Q4 2021 and held it in 19 quarters. The position peaked at $893K in Q1 2023. 71 funds tracked by Wall St. Rank hold PGX as of Q3 2026.

Stone Summit Wealth reported no remaining Invesco Preferred ETF position as of Q3 2026 after selling out during the quarter.
Stone Summit Wealth sold 18,899 Invesco Preferred ETF shares in Q3 2026, an estimated $205K.
Stone Summit Wealth first reported a position in Invesco Preferred ETF in Q4 2021 and held it in 19 quarters.
Stone Summit Wealth's Invesco Preferred ETF position peaked at $893K in Q1 2023.
71 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.