Stratos Wealth Advisors’s Invesco Preferred ETF PGX Stock Holding History

Stratos Wealth Advisors’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	$202K	Buy	18,610 +615	+3%	+$6.79K	0.01%	615
2026 Q1	$196K	Buy	+17,995	New	+$203K	0.01%	586
2025 Q3	–	Sell	-10,339	Closed	-$115K	–	708
2025 Q2	$115K	Sell	10,339 -154	-1%	-$1.7K	0.01%	652
2025 Q1	$118K	Sell	10,493 -143	-1%	-$1.66K	0.01%	645
2024 Q4	$123K	Buy	10,636 +9	+0.1%	+$108	0.01%	695
2024 Q3	$131K	Sell	10,627 -4,223	-28%	-$50.4K	0.01%	715
2024 Q2	$172K	Buy	14,850 +2,170	+17%	+$25.1K	0.01%	675
2024 Q1	$151K	Sell	12,680 -348	-3%	-$4.1K	0.01%	642
2023 Q4	$149K	Sell	13,028 -253	-2%	-$2.76K	0.01%	657
2023 Q3	$145K	Sell	13,281 -7	-0.1%	-$78	0.01%	639
2023 Q2	$151K	Buy	13,288 +21	+0.2%	+$238	0.01%	605
2023 Q1	$152K	Sell	13,267 -623	-4%	-$7.48K	0.01%	582
2022 Q4	$155K	Buy	+13,890	New	+$161K	0.01%	552

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

Stratos Wealth Advisors's PGX Position: Q2 2026 in Review

Stratos Wealth Advisors increased its Invesco Preferred ETF (PGX) stake by 3.4% in Q2 2026, buying an estimated $6.79K and bringing the position to 18,610 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #615.

Stratos Wealth Advisors first reported a position in PGX in Q4 2022 and has held it in 13 quarters since. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Stratos Wealth Advisors held 18,610 shares of Invesco Preferred ETF worth $202K as of Q2 2026.
Stratos Wealth Advisors bought 615 Invesco Preferred ETF shares in Q2 2026, an estimated $6.79K.
Invesco Preferred ETF made up 0.01% of Stratos Wealth Advisors's portfolio in Q2 2026, its #615 holding.
Stratos Wealth Advisors first reported a position in Invesco Preferred ETF in Q4 2022 and has held it in 13 quarters since.
408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.