WealthShield Partners’s Invesco Preferred ETF PGX Stock Holding History

WealthShield 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 Q1	$49.5K	Sell	4,550 -2,231	-33%	-$25.2K	0.01%	445
2025 Q4	$76.2K	Buy	6,781 +2,896	+75%	+$33K	0.01%	414
2025 Q3	$45.1K	Buy	3,885 +3,430	+754%	+$39.3K	0.01%	436
2025 Q2	$5.06K	Buy	455 +148	+48%	+$1.63K	﹤0.01%	512
2025 Q1	$3.44K	Hold	307	–	–	﹤0.01%	507
2024 Q4	$3.54K	Hold	307	–	–	﹤0.01%	468
2024 Q3	$3.79K	Hold	307	–	–	﹤0.01%	468
2024 Q2	$3.55K	Sell	307 -434	-59%	-$5.02K	﹤0.01%	444
2024 Q1	$8.8K	Sell	741 -615	-45%	-$7.25K	﹤0.01%	429
2023 Q4	$15.6K	Hold	1,356	–	–	﹤0.01%	421
2023 Q3	$14.8K	Hold	1,356	–	–	﹤0.01%	425
2023 Q2	$15.4K	Hold	1,356	–	–	﹤0.01%	428
2023 Q1	$15.6K	Buy	+1,356	New	+$16.3K	﹤0.01%	424
2020 Q4	–	Sell	-26,478	Closed	-$390K	–	369
2020 Q3	$390K	Hold	26,478	–	–	0.14%	161
2020 Q2	$374K	Sell	26,478 -1,080	-4%	-$15.1K	0.17%	132
2020 Q1	$363K	Sell	27,558 -9,378	-25%	-$135K	0.22%	96
2019 Q4	$554K	Hold	36,936	–	–	0.27%	82
2019 Q3	$555K	Hold	36,936	–	–	0.29%	78
2019 Q2	$540K	Buy	36,936 +34,500	+1,416%	+$503K	0.31%	68
2019 Q1	$35K	Sell	2,436 -54	-2%	-$768	0.02%	202
2018 Q4	$34K	Sell	2,490 -805	-24%	-$11.1K	0.02%	172
2018 Q3	$47K	Buy	+3,295	New	+$47.8K	0.03%	168

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

WealthShield Partners's PGX Position: Q1 2026 in Review

WealthShield Partners reduced its Invesco Preferred ETF (PGX) stake by 33% in Q1 2026, selling an estimated $25.2K and leaving 4,550 shares worth $49.5K. The position accounts for 0.01% of the portfolio, ranked #445.

WealthShield Partners first reported a position in PGX in Q3 2018 and has held it in 22 quarters since. The position peaked at $555K in Q3 2019. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

WealthShield Partners held 4,550 shares of Invesco Preferred ETF worth $49.5K as of Q1 2026.
WealthShield Partners sold 2,231 Invesco Preferred ETF shares in Q1 2026, an estimated $25.2K.
Invesco Preferred ETF made up 0.01% of WealthShield Partners's portfolio in Q1 2026, its #445 holding.
WealthShield Partners first reported a position in Invesco Preferred ETF in Q3 2018 and has held it in 22 quarters since.
WealthShield Partners's Invesco Preferred ETF position peaked at $555K in Q3 2019.
413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.