Strategic Investment Solutions’s Invesco Preferred ETF PGX Stock Holding History

Strategic Investment Solutions’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	$7.86K	Hold	725	–	–	﹤0.01%	461
2026 Q1	$7.89K	Hold	725	–	–	﹤0.01%	449
2025 Q4	$8.15K	Hold	725	–	–	﹤0.01%	425
2025 Q3	$8.41K	Hold	725	–	–	﹤0.01%	389
2025 Q2	$8.07K	Sell	725 -2,174	-75%	-$24K	﹤0.01%	383
2025 Q1	$32.5K	Sell	2,899 -1,128	-28%	-$13.1K	0.01%	236
2024 Q4	$46.4K	Buy	4,027 +1,191	+42%	+$14.3K	0.02%	213
2024 Q3	$35K	Buy	2,836 +20	+0.7%	+$239	0.01%	224
2024 Q2	$35.1K	Buy	+2,816	New	+$32.5K	0.01%	207
2023 Q4	$44.8K	Sell	3,907 -256,337	-98%	-$2.8M	0.01%	493
2023 Q3	$2.91M	Buy	260,244 +252,203	+3,136%	+$2.82M	0.04%	189
2023 Q2	$91.7K	Sell	8,041 -26,837	-77%	-$305K	0.02%	225
2023 Q1	$400K	Sell	34,878 -7,934	-19%	-$95.2K	0.08%	118
2022 Q4	$547K	Buy	+42,812	New	+$495K	0.27%	50

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

Strategic Investment Solutions's PGX Position: Q2 2026 in Review

Strategic Investment Solutions held its Invesco Preferred ETF (PGX) position steady in Q2 2026 at 725 shares worth $7.86K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Strategic Investment Solutions first reported a position in PGX in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.91M in Q3 2023. 407 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Strategic Investment Solutions held 725 shares of Invesco Preferred ETF worth $7.86K as of Q2 2026.
Strategic Investment Solutions left its Invesco Preferred ETF share count unchanged in Q2 2026.
Invesco Preferred ETF made up ﹤0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #461 holding.
Strategic Investment Solutions first reported a position in Invesco Preferred ETF in Q4 2022 and has held it in 14 quarters since.
Strategic Investment Solutions's Invesco Preferred ETF position peaked at $2.91M in Q3 2023.
407 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.