Wealthcare Advisory Partners’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $514K | Buy |
47,432
+6,385
| +16% | +$70.5K | 0.01% | 706 |
|
|
2026
Q1 | $447K | Buy |
41,047
+3,120
| +8% | +$35.3K | 0.01% | 739 |
|
|
2025
Q4 | $426K | Buy |
37,927
+2,222
| +6% | +$25.3K | 0.01% | 748 |
|
|
2025
Q3 | $414K | Sell |
35,705
-735
| -2% | -$8.42K | 0.01% | 728 |
|
|
2025
Q2 | $406K | Buy |
36,440
+2,545
| +8% | +$28K | 0.01% | 699 |
|
|
2025
Q1 | $380K | Buy |
33,895
+473
| +1% | +$5.47K | 0.01% | 663 |
|
|
2024
Q4 | $385K | Buy |
33,422
+2,576
| +8% | +$31K | 0.01% | 636 |
|
|
2024
Q3 | $381K | Sell |
30,846
-3,376
| -10% | -$40.3K | 0.01% | 638 |
|
|
2024
Q2 | $395K | Sell |
34,222
-164
| -0.5% | -$1.9K | 0.01% | 590 |
|
|
2024
Q1 | $409K | Buy |
34,386
+403
| +1% | +$4.75K | 0.01% | 578 |
|
|
2023
Q4 | $390K | Buy |
+33,983
| New | +$371K | 0.02% | 531 |
|
|
2023
Q2 | – | Sell |
-27,755
| Closed | -$319K | – | 748 |
|
|
2023
Q1 | $319K | Sell |
27,755
-4,766
| -15% | -$57.2K | 0.01% | 564 |
|
|
2022
Q4 | $364K | Sell |
32,521
-7,243
| -18% | -$83.8K | 0.02% | 494 |
|
|
2022
Q3 | $472K | Buy |
+39,764
| New | +$500K | 0.03% | 374 |
|
|
2021
Q4 | – | Sell |
-53,117
| Closed | -$798K | – | 605 |
|
|
2021
Q3 | $798K | Sell |
53,117
-1,294
| -2% | -$19.6K | 0.05% | 223 |
|
|
2021
Q2 | $834K | Buy |
54,411
+281
| +0.5% | +$4.25K | 0.06% | 222 |
|
|
2021
Q1 | $812K | Buy |
54,130
+1,599
| +3% | +$23.8K | 0.06% | 216 |
|
|
2020
Q4 | $802K | Buy |
52,531
+1,112
| +2% | +$16.7K | 0.07% | 173 |
|
|
2020
Q3 | $757K | Sell |
51,419
-1,178
| -2% | -$17.3K | 0.08% | 148 |
|
|
2020
Q2 | $743K | Buy |
52,597
+2,897
| +6% | +$40.6K | 0.09% | 129 |
|
|
2020
Q1 | $654K | Buy |
49,700
+420
| +0.9% | +$6.04K | 0.1% | 123 |
|
|
2019
Q4 | $740K | Buy |
49,280
+1,029
| +2% | +$15.4K | 0.09% | 128 |
|
|
2019
Q3 | $725K | Buy |
48,251
+211
| +0.4% | +$3.14K | 0.11% | 114 |
|
|
2019
Q2 | $703K | Sell |
48,040
-965
| -2% | -$14.1K | 0.11% | 110 |
|
|
2019
Q1 | $711K | Buy |
49,005
+179
| +0.4% | +$2.55K | 0.12% | 109 |
|
|
2018
Q4 | $658K | Sell |
48,826
-1,922
| -4% | -$26.5K | 0.13% | 97 |
|
|
2018
Q3 | $727K | Buy |
50,748
+3,419
| +7% | +$49.6K | 0.13% | 92 |
|
|
2018
Q2 | $689K | Buy |
47,329
+6,185
| +15% | +$89.5K | 0.14% | 93 |
|
|
2018
Q1 | $601K | Buy |
41,144
+2,746
| +7% | +$40K | 0.14% | 95 |
|
|
2017
Q4 | $571K | Buy |
38,398
+3,009
| +9% | +$45.1K | 0.15% | 82 |
|
|
2017
Q3 | $532K | Buy |
+35,389
| New | +$534K | 0.16% | 77 |
|
Other funds holding PGX
BI
CC
SAMC
Wealthcare Advisory Partners's PGX Position: Q2 2026 in Review
Wealthcare Advisory Partners increased its Invesco Preferred ETF (PGX) stake by 16% in Q2 2026, buying an estimated $70.5K and bringing the position to 47,432 shares worth $514K. The position accounts for 0.01% of the portfolio, ranked #706.
Wealthcare Advisory Partners first reported a position in PGX in Q3 2017 and has held it in 31 quarters since. The position peaked at $834K in Q2 2021. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.
- Wealthcare Advisory Partners held 47,432 shares of Invesco Preferred ETF worth $514K as of Q2 2026.
- Wealthcare Advisory Partners bought 6,385 Invesco Preferred ETF shares in Q2 2026, an estimated $70.5K.
- Invesco Preferred ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #706 holding.
- Wealthcare Advisory Partners first reported a position in Invesco Preferred ETF in Q3 2017 and has held it in 31 quarters since.
- Wealthcare Advisory Partners's Invesco Preferred ETF position peaked at $834K in Q2 2021.
- 408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.
Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.