UFPG
PGX icon

United Financial Planning Group’s Invesco Preferred ETF PGX Stock Holding History

United Financial Planning Group’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
Q1 		– Sell
-46
Closed -$517 – 576
2025
Q4 		$517 Buy
+46
New +$525 ﹤0.01% 395

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $69.6M AUM 1.92% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

United Financial Planning Group's PGX Position: Q1 2026 in Review

United Financial Planning Group sold out of Invesco Preferred ETF (PGX) in Q1 2026, closing a stake of 46 shares — an estimated $517 sold.

United Financial Planning Group first reported a position in PGX in Q4 2025 and held it in 1 quarter. The position peaked at $517 in Q4 2025. 416 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

  • United Financial Planning Group reported no remaining Invesco Preferred ETF position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 46 Invesco Preferred ETF shares in Q1 2026, an estimated $517.
  • United Financial Planning Group first reported a position in Invesco Preferred ETF in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Invesco Preferred ETF position peaked at $517 in Q4 2025.
  • 416 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.