Wealth Advisory Solutions
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Wealth Advisory Solutions’s Invesco Preferred ETF PGX Stock Holding History

Wealth Advisory Solutions’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
Q3 		$1.27M Buy
125,651
+7,270
+6% +$77.2K 0.26% 72
2026
Q2 		$1.28M Buy
118,381
+15,419
+15% +$170K 0.26% 72
2026
Q1 		$1.12M Buy
102,962
+11,639
+13% +$132K 0.25% 72
2025
Q4 		$1.03M Buy
91,323
+10,701
+13% +$122K 0.24% 70
2025
Q3 		$935K Buy
80,622
+9,014
+13% +$103K 0.23% 76
2025
Q2 		$797K Buy
71,608
+14,453
+25% +$159K 0.2% 77
2025
Q1 		$641K Buy
57,155
+5,130
+10% +$59.4K 0.17% 81
2024
Q4 		$600K Sell
52,025
-549
-1% -$6.6K 0.17% 74
2024
Q3 		$649K Buy
52,574
+18,410
+54% +$220K 0.18% 73
2024
Q2 		$395K Buy
34,164
+3,699
+12% +$42.8K 0.11% 91
2024
Q1 		$362K Buy
30,465
+10,833
+55% +$128K 0.09% 97
2023
Q4 		$225K Sell
19,632
-4,510
-19% -$49.2K 0.08% 76
2023
Q3 		$264K Sell
24,142
-11,529
-32% -$129K 0.05% 108
2023
Q2 		$406K Buy
35,671
+45
+0.1% +$511 0.11% 84
2023
Q1 		$409K Sell
35,626
-5,499
-13% -$66K 0.11% 93
2022
Q4 		$460K Sell
41,125
-9,642
-19% -$112K 0.12% 96
2022
Q3 		$603K Sell
50,767
-3,551
-7% -$44.7K 0.17% 86
2022
Q2 		$670K Sell
54,318
-6,681
-11% -$84K 0.16% 89
2022
Q1 		$828K Buy
+60,999
New +$849K 0.17% 87
2021
Q3 		$910K Buy
60,535
+151
+0.3% +$2.29K 0.2% 85
2021
Q2 		$925K Sell
60,384
-130
-0.2% -$1.97K 0.22% 87
2021
Q1 		$1M Buy
+60,514
New +$900K 0.21% 101

Other funds holding PGX

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
SA
Stonebridge Advisors Wilton, Connecticut $121M AUM 12.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Spectrum Asset Management (Connecticut)
Spectrum Asset Management (Connecticut) Stamford, Connecticut $75.9M AUM 11.16% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Checchi Capital Advisers
Checchi Capital Advisers Beverly Hills, California $2.07B AUM 16.25% 1-Year Est. Return

Wealth Advisory Solutions's PGX Position: Q3 2026 in Review

Wealth Advisory Solutions increased its Invesco Preferred ETF (PGX) stake by 6.1% in Q3 2026, buying an estimated $77.2K and bringing the position to 125,651 shares worth $1.27M. The position accounts for 0.26% of the portfolio, ranked #72.

Wealth Advisory Solutions first reported a position in PGX in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.28M in Q2 2026. 336 funds tracked by Wall St. Rank hold PGX as of Q3 2026.

  • Wealth Advisory Solutions held 125,651 shares of Invesco Preferred ETF worth $1.27M as of Q3 2026.
  • Wealth Advisory Solutions bought 7,270 Invesco Preferred ETF shares in Q3 2026, an estimated $77.2K.
  • Invesco Preferred ETF made up 0.26% of Wealth Advisory Solutions's portfolio in Q3 2026, its #72 holding.
  • Wealth Advisory Solutions first reported a position in Invesco Preferred ETF in Q1 2021 and has held it in 22 quarters since.
  • Wealth Advisory Solutions's Invesco Preferred ETF position peaked at $1.28M in Q2 2026.
  • 336 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.