StrongBox Wealth’s Invesco Preferred ETF PGX Stock Holding History

StrongBox 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 Q2	$369	Buy	+34	New	+$375	﹤0.01%	265

Other funds holding PGX

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Cordoba Advisory Partners New York $472M AUM

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

Brighton Securities Rochester, New York $233M AUM 15.96% 1-Year Est. Return

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

StrongBox Wealth's PGX Position: Q2 2026 in Review

StrongBox Wealth opened a new position in Invesco Preferred ETF (PGX) in Q2 2026: 34 shares worth $369. The stake represents ﹤0.01% of the portfolio and ranks #265 among its holdings.

119 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

StrongBox Wealth held 34 shares of Invesco Preferred ETF worth $369 as of Q2 2026.
Invesco Preferred ETF was a new StrongBox Wealth position in Q2 2026.
Invesco Preferred ETF made up ﹤0.01% of StrongBox Wealth's portfolio in Q2 2026, its #265 holding.
119 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.