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 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%	-$6.61K	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	$1K	Buy	+60,514	New	+$900K	﹤0.01%	129

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

Wealth Advisory Solutions's PGX Position: Q1 2026 in Review

Wealth Advisory Solutions increased its Invesco Preferred ETF (PGX) stake by 13% in Q1 2026, buying an estimated $132K and bringing the position to 102,962 shares worth $1.12M. The position accounts for 0.25% of the portfolio, ranked #72.

Wealth Advisory Solutions first reported a position in PGX in Q1 2021 and has held it in 20 quarters since. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

Wealth Advisory Solutions held 102,962 shares of Invesco Preferred ETF worth $1.12M as of Q1 2026.
Wealth Advisory Solutions bought 11,639 Invesco Preferred ETF shares in Q1 2026, an estimated $132K.
Invesco Preferred ETF made up 0.25% of Wealth Advisory Solutions's portfolio in Q1 2026, its #72 holding.
Wealth Advisory Solutions first reported a position in Invesco Preferred ETF in Q1 2021 and has held it in 20 quarters since.
413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.