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TopTier Wealth Management’s Invesco Preferred ETF PGX Stock Holding History

TopTier Wealth Management’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 		– Sell
-67
Closed -$729 – 569
2026
Q1 		$729 Buy
+67
New +$757 ﹤0.01% 539

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CC
Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
LPL Financial
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

TopTier Wealth Management's PGX Position: Q2 2026 in Review

TopTier Wealth Management sold out of Invesco Preferred ETF (PGX) in Q2 2026, closing a stake of 67 shares — an estimated $729 sold.

TopTier Wealth Management first reported a position in PGX in Q1 2026 and held it in 1 quarter. The position peaked at $729 in Q1 2026. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • TopTier Wealth Management reported no remaining Invesco Preferred ETF position as of Q2 2026 after selling out during the quarter.
  • TopTier Wealth Management sold 67 Invesco Preferred ETF shares in Q2 2026, an estimated $729.
  • TopTier Wealth Management first reported a position in Invesco Preferred ETF in Q1 2026 and held it in 1 quarter.
  • TopTier Wealth Management's Invesco Preferred ETF position peaked at $729 in Q1 2026.
  • 408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.