Wealth Enhancement Advisory Services’s Invesco Preferred ETF PGX Stock Holding History

Wealth Enhancement Advisory Services’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 Q2	$3.86M	Sell	356,176 -19,339	-5%	-$213K	0.01%	1166
2026 Q1	$4.13M	Sell	375,515 -67,758	-15%	-$766K	0.01%	986
2025 Q4	$5.01M	Sell	443,273 -20,853	-4%	-$238K	0.01%	1022
2025 Q3	$5.42M	Sell	464,126 -689	-0.1%	-$7.89K	0.01%	913
2025 Q2	$5.24M	Sell	464,815 -38,057	-8%	-$419K	0.01%	879
2025 Q1	$5.64M	Sell	502,872 -21,286	-4%	-$246K	0.01%	786
2024 Q4	$6.04M	Buy	524,158 +377,325	+257%	+$4.54M	0.01%	734
2024 Q3	$1.81M	Sell	146,833 -8,460	-5%	-$101K	﹤0.01%	1103
2024 Q2	$1.79M	Buy	155,293 +46,828	+43%	+$541K	﹤0.01%	1028
2024 Q1	$1.29M	Buy	108,465 +19,014	+21%	+$224K	﹤0.01%	1123
2023 Q4	$1.03M	Sell	89,451 -30,859	-26%	-$337K	﹤0.01%	1165
2023 Q3	$1.32M	Buy	+120,310	New	+$1.35M	﹤0.01%	1000

Other funds holding PGX

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

Brighton Securities Rochester, New York $233M AUM 15.96% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Wealth Enhancement Advisory Services's PGX Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Invesco Preferred ETF (PGX) stake by 5.1% in Q2 2026, selling an estimated $213K and leaving 356,176 shares worth $3.86M. The position accounts for 0.01% of the portfolio, ranked #1166.

Wealth Enhancement Advisory Services first reported a position in PGX in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.04M in Q4 2024. 83 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Wealth Enhancement Advisory Services held 356,176 shares of Invesco Preferred ETF worth $3.86M as of Q2 2026.
Wealth Enhancement Advisory Services sold 19,339 Invesco Preferred ETF shares in Q2 2026, an estimated $213K.
Invesco Preferred ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1166 holding.
Wealth Enhancement Advisory Services first reported a position in Invesco Preferred ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Invesco Preferred ETF position peaked at $6.04M in Q4 2024.
83 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.