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WealthPlan Investment Management’s Invesco Preferred ETF PGX Stock Holding History

WealthPlan Investment Management’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 		– Sell
-11,757
Closed -$132K – 470
2025
Q4 		$132K Sell
11,757
-2,382
-17% -$27.2K 0.01% 373
2025
Q3 		$164K Sell
14,139
-2,164
-13% -$24.8K 0.01% 328
2025
Q2 		$181K Buy
16,303
+256
+2% +$2.82K 0.01% 336
2025
Q1 		$180K Buy
16,047
+1,045
+7% +$12.1K 0.02% 261
2024
Q4 		$173K Sell
15,002
-5,605
-27% -$67.4K 0.02% 256
2024
Q3 		$254K Sell
20,607
-1,896
-8% -$22.6K 0.03% 222
2024
Q2 		$260K Sell
22,503
-979
-4% -$11.3K 0.04% 165
2024
Q1 		$279K Sell
23,482
-1,151
-5% -$13.6K 0.04% 157
2023
Q4 		$283K Buy
24,633
+35
+0.1% +$382 0.05% 157
2023
Q3 		$269K Buy
24,598
+4,712
+24% +$52.7K 0.05% 148
2023
Q2 		$226K Sell
19,886
-37,944
-66% -$431K 0.07% 125
2023
Q1 		$664K Sell
57,830
-15,486
-21% -$186K 0.11% 106
2022
Q4 		$913K Buy
73,316
+7,990
+12% +$92.4K 0.06% 182
2022
Q3 		$775K Buy
+65,326
New +$822K 0.06% 186
2022
Q1 		$2.29M Buy
+183,642
New +$2.56M 0.16% 112

Other funds holding PGX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $69.6M AUM 1.92% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

WealthPlan Investment Management's PGX Position: Q1 2026 in Review

WealthPlan Investment Management sold out of Invesco Preferred ETF (PGX) in Q1 2026, closing a stake of 11,757 shares — an estimated $132K sold.

WealthPlan Investment Management first reported a position in PGX in Q1 2022 and held it in 15 quarters. The position peaked at $2.29M in Q1 2022. 414 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

  • WealthPlan Investment Management reported no remaining Invesco Preferred ETF position as of Q1 2026 after selling out during the quarter.
  • WealthPlan Investment Management sold 11,757 Invesco Preferred ETF shares in Q1 2026, an estimated $132K.
  • WealthPlan Investment Management first reported a position in Invesco Preferred ETF in Q1 2022 and held it in 15 quarters.
  • WealthPlan Investment Management's Invesco Preferred ETF position peaked at $2.29M in Q1 2022.
  • 414 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.