Wealthspire Advisors (New York)’s Invesco Preferred ETF PGX Stock Holding History

Wealthspire Advisors (New York)’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	$188K	Sell	17,316 -514	-3%	-$5.81K	﹤0.01%	876
2025 Q4	$200K	Sell	17,830 -21,950	-55%	-$250K	﹤0.01%	975
2025 Q3	$461K	Sell	39,780 -8,756	-18%	-$100K	﹤0.01%	558
2025 Q2	$540K	Sell	48,536 -6,538	-12%	-$72K	﹤0.01%	522
2025 Q1	$618K	Sell	55,074 -24,816	-31%	-$287K	﹤0.01%	469
2024 Q4	$921K	Sell	79,890 -37,905	-32%	-$456K	0.01%	384
2024 Q3	$1.45M	Buy	117,795 +24,123	+26%	+$288K	0.01%	305
2024 Q2	$1.08M	Sell	93,672 -23,436	-20%	-$271K	0.01%	303
2024 Q1	$1.39M	Sell	117,108 -73,368	-39%	-$865K	0.02%	258
2023 Q4	$2.18M	Buy	190,476 +2,908	+2%	+$31.7K	0.03%	180
2023 Q3	$2.05M	Buy	+187,568	New	+$2.1M	0.03%	168
2020 Q2	–	Sell	-14,311	Closed	-$188K	–	459
2020 Q1	$188K	Buy	+14,311	New	+$206K	0.01%	505

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 $445B AUM 25.58% 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 $69.6M AUM 1.92% 1-Year Est. Return

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

Wealthspire Advisors (New York)'s PGX Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Invesco Preferred ETF (PGX) stake by 2.9% in Q1 2026, selling an estimated $5.81K and leaving 17,316 shares worth $188K. The position accounts for ﹤0.01% of the portfolio, ranked #876.

Wealthspire Advisors (New York) first reported a position in PGX in Q1 2020 and has held it in 12 quarters since. The position peaked at $2.18M in Q4 2023. 415 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

Wealthspire Advisors (New York) held 17,316 shares of Invesco Preferred ETF worth $188K as of Q1 2026.
Wealthspire Advisors (New York) sold 514 Invesco Preferred ETF shares in Q1 2026, an estimated $5.81K.
Invesco Preferred ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #876 holding.
Wealthspire Advisors (New York) first reported a position in Invesco Preferred ETF in Q1 2020 and has held it in 12 quarters since.
Wealthspire Advisors (New York)'s Invesco Preferred ETF position peaked at $2.18M in Q4 2023.
415 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.