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UP Strategic Wealth Investment Advisors’s Invesco Preferred ETF PGX Stock Holding History

UP Strategic Wealth Investment 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
Q1 		$131K Hold
11,725
– – 0.08% 97
2025
Q4 		$133K Hold
11,725
– – 0.1% 86
2025
Q3 		$136K Sell
11,725
-18
-0.2% -$206 0.1% 87
2025
Q2 		$131K Sell
11,743
-1,820
-13% -$20.1K 0.1% 95
2025
Q1 		$152K Buy
13,563
+1,799
+15% +$20.8K 0.14% 85
2024
Q4 		$136K Sell
11,764
-2,413
-17% -$29K 0.14% 79
2024
Q3 		$175K Hold
14,177
– – 0.2% 78
2024
Q2 		$164K Buy
14,177
+2,271
+19% +$26.3K 0.25% 59
2024
Q1 		$141K Sell
11,906
-345
-3% -$4.07K 0.23% 59
2023
Q4 		$141K Buy
+12,251
New +$134K 0.26% 57

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

UP Strategic Wealth Investment Advisors's PGX Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors held its Invesco Preferred ETF (PGX) position steady in Q1 2026 at 11,725 shares worth $131K. The position accounts for 0.08% of the portfolio, ranked #97.

UP Strategic Wealth Investment Advisors first reported a position in PGX in Q4 2023 and has held it in 10 quarters since. The position peaked at $175K in Q3 2024. 414 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

  • UP Strategic Wealth Investment Advisors held 11,725 shares of Invesco Preferred ETF worth $131K as of Q1 2026.
  • UP Strategic Wealth Investment Advisors left its Invesco Preferred ETF share count unchanged in Q1 2026.
  • Invesco Preferred ETF made up 0.08% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #97 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in Invesco Preferred ETF in Q4 2023 and has held it in 10 quarters since.
  • UP Strategic Wealth Investment Advisors's Invesco Preferred ETF position peaked at $175K in Q3 2024.
  • 414 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.