WCG Wealth Advisors’s Invesco Preferred ETF PGX Stock Holding History

WCG Wealth 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	$228K	Sell	21,001 -1,085	-5%	-$12.3K	0.01%	515
2025 Q4	$248K	Sell	22,086 -16,035	-42%	-$183K	0.01%	496
2025 Q3	$442K	Sell	38,121 -221	-0.6%	-$2.53K	0.03%	303
2025 Q2	$427K	Buy	+38,342	New	+$422K	0.03%	309

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

WCG Wealth Advisors's PGX Position: Q1 2026 in Review

WCG Wealth Advisors reduced its Invesco Preferred ETF (PGX) stake by 4.9% in Q1 2026, selling an estimated $12.3K and leaving 21,001 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #515.

WCG Wealth Advisors first reported a position in PGX in Q2 2025 and has held it in 4 quarters since. The position peaked at $442K in Q3 2025. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

WCG Wealth Advisors held 21,001 shares of Invesco Preferred ETF worth $228K as of Q1 2026.
WCG Wealth Advisors sold 1,085 Invesco Preferred ETF shares in Q1 2026, an estimated $12.3K.
Invesco Preferred ETF made up 0.01% of WCG Wealth Advisors's portfolio in Q1 2026, its #515 holding.
WCG Wealth Advisors first reported a position in Invesco Preferred ETF in Q2 2025 and has held it in 4 quarters since.
WCG Wealth Advisors's Invesco Preferred ETF position peaked at $442K in Q3 2025.
413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

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