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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $69.6M AUM 1.92% 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. 408 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.
408 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.