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Weitzel Financial Services’s Invesco Preferred ETF PGX Stock Holding History

Weitzel Financial Services’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 		$161K Hold
14,843
– – 0.05% 48
2026
Q1 		$162K Buy
+14,843
New +$168K 0.06% 49
2025
Q4 		– Sell
-14,843
Closed -$171K – 48
2025
Q3 		$171K Buy
+14,843
New +$170K 0.07% 48

Other funds holding PGX

CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
BS
Brighton Securities Rochester, New York $233M AUM 15.96% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return

Weitzel Financial Services's PGX Position: Q2 2026 in Review

Weitzel Financial Services held its Invesco Preferred ETF (PGX) position steady in Q2 2026 at 14,843 shares worth $161K. The position accounts for 0.05% of the portfolio, ranked #48.

Weitzel Financial Services first reported a position in PGX in Q3 2025 and has held it in 3 quarters since. The position peaked at $171K in Q3 2025. 84 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Weitzel Financial Services held 14,843 shares of Invesco Preferred ETF worth $161K as of Q2 2026.
  • Weitzel Financial Services left its Invesco Preferred ETF share count unchanged in Q2 2026.
  • Invesco Preferred ETF made up 0.05% of Weitzel Financial Services's portfolio in Q2 2026, its #48 holding.
  • Weitzel Financial Services first reported a position in Invesco Preferred ETF in Q3 2025 and has held it in 3 quarters since.
  • Weitzel Financial Services's Invesco Preferred ETF position peaked at $171K in Q3 2025.
  • 84 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Weitzel Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.