Wealthcare Advisory Partners’s Invesco Preferred ETF PGX Stock Holding History

Wealthcare Advisory Partners’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	$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

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

CAP

Cordoba Advisory Partners New York $472M AUM

SIS

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

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. 109 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.
109 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.