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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Stone Summit Wealth's PGX Position: Q1 2026 in Review

Stone Summit Wealth reduced its Invesco Preferred ETF (PGX) stake by 9.2% in Q1 2026, selling an estimated $26K and leaving 22,699 shares worth $247K. The position accounts for 0.07% of the portfolio, ranked #136.

Stone Summit Wealth first reported a position in PGX in Q4 2021 and has held it in 18 quarters since. The position peaked at $893K in Q1 2023. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

Stone Summit Wealth held 22,699 shares of Invesco Preferred ETF worth $247K as of Q1 2026.
Stone Summit Wealth sold 2,300 Invesco Preferred ETF shares in Q1 2026, an estimated $26K.
Invesco Preferred ETF made up 0.07% of Stone Summit Wealth's portfolio in Q1 2026, its #136 holding.
Stone Summit Wealth first reported a position in Invesco Preferred ETF in Q4 2021 and has held it in 18 quarters since.
Stone Summit Wealth's Invesco Preferred ETF position peaked at $893K in Q1 2023.
413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.