Twin Peaks Wealth Advisors’s Invesco Preferred ETF PGX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$10.1K Buy
+925
New +$10.5K ﹤0.01% 1065
2025
Q3
Sell
-3,897
Closed -$44.3K 1548
2025
Q2
$44.3K Buy
+3,897
New +$42.9K 0.01% 367

Other funds holding PGX

Twin Peaks Wealth Advisors's PGX Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Invesco Preferred ETF (PGX) in Q1 2026: 925 shares worth $10.1K. The stake represents ﹤0.01% of the portfolio and ranks #1065 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in PGX as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in PGX in Q2 2025 and has held it in 2 quarters since. The position peaked at $44.3K in Q2 2025. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

  • Twin Peaks Wealth Advisors held 925 shares of Invesco Preferred ETF worth $10.1K as of Q1 2026.
  • Invesco Preferred ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Invesco Preferred ETF made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1065 holding.
  • Twin Peaks Wealth Advisors first reported a position in Invesco Preferred ETF in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Invesco Preferred ETF position peaked at $44.3K in Q2 2025.
  • 413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.