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 Q2	$421K	Buy	38,867 +21,551	+124%	+$238K	﹤0.01%	870
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 $1.55T AUM 33.47% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Wealthspire Advisors (New York)'s PGX Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Invesco Preferred ETF (PGX) stake by 124% in Q2 2026, buying an estimated $238K and bringing the position to 38,867 shares worth $421K. The position accounts for ﹤0.01% of the portfolio, ranked #870.

Wealthspire Advisors (New York) first reported a position in PGX in Q1 2020 and has held it in 13 quarters since. The position peaked at $2.18M in Q4 2023. 410 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Wealthspire Advisors (New York) held 38,867 shares of Invesco Preferred ETF worth $421K as of Q2 2026.
Wealthspire Advisors (New York) bought 21,551 Invesco Preferred ETF shares in Q2 2026, an estimated $238K.
Invesco Preferred ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #870 holding.
Wealthspire Advisors (New York) first reported a position in Invesco Preferred ETF in Q1 2020 and has held it in 13 quarters since.
Wealthspire Advisors (New York)'s Invesco Preferred ETF position peaked at $2.18M in Q4 2023.
410 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.