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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
Q2 		– Sell
-4,550
Closed -$49.5K – 539
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CC
Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
LPL Financial
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

WealthShield Partners's PGX Position: Q2 2026 in Review

WealthShield Partners sold out of Invesco Preferred ETF (PGX) in Q2 2026, closing a stake of 4,550 shares — an estimated $49.5K sold.

WealthShield Partners first reported a position in PGX in Q3 2018 and held it in 22 quarters. The position peaked at $555K in Q3 2019. 409 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • WealthShield Partners reported no remaining Invesco Preferred ETF position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 4,550 Invesco Preferred ETF shares in Q2 2026, an estimated $49.5K.
  • WealthShield Partners first reported a position in Invesco Preferred ETF in Q3 2018 and held it in 22 quarters.
  • WealthShield Partners's Invesco Preferred ETF position peaked at $555K in Q3 2019.
  • 409 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.