WesBanco Bank’s Invesco Preferred ETF PGX Stock Holding History

WesBanco Bank’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	-13,210	Closed	-$144K	–	715
2026 Q1	$144K	Hold	13,210	–	–	﹤0.01%	661
2025 Q4	$148K	Buy	13,210 +2,686	+26%	+$30.6K	﹤0.01%	661
2025 Q3	$122K	Hold	10,524	–	–	﹤0.01%	678
2025 Q2	$117K	Hold	10,524	–	–	﹤0.01%	643
2025 Q1	$118K	Buy	10,524 +132	+1%	+$1.53K	﹤0.01%	608
2024 Q4	$120K	Hold	10,392	–	–	﹤0.01%	613
2024 Q3	$128K	Hold	10,392	–	–	﹤0.01%	603
2024 Q2	$120K	Hold	10,392	–	–	﹤0.01%	565
2024 Q1	$123K	Buy	10,392 +250	+2%	+$2.95K	﹤0.01%	565
2023 Q4	$116K	Hold	10,142	–	–	0.01%	373
2023 Q3	$111K	Sell	10,142 -150	-1%	-$1.68K	﹤0.01%	550
2023 Q2	$117K	Sell	10,292 -710	-6%	-$8.06K	﹤0.01%	557
2023 Q1	$127K	Buy	+11,002	New	+$132K	0.01%	566

Other funds holding PGX

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

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Stonebridge Advisors Wilton, Connecticut $83M AUM 1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

TLP

Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return

MWM

Manske Wealth Management Houston, Texas $403M AUM 27.32% 1-Year Est. Return

WesBanco Bank's PGX Position: Q2 2026 in Review

WesBanco Bank sold out of Invesco Preferred ETF (PGX) in Q2 2026, closing a stake of 13,210 shares — an estimated $144K sold.

WesBanco Bank first reported a position in PGX in Q1 2023 and held it in 13 quarters. The position peaked at $148K in Q4 2025. 253 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

WesBanco Bank reported no remaining Invesco Preferred ETF position as of Q2 2026 after selling out during the quarter.
WesBanco Bank sold 13,210 Invesco Preferred ETF shares in Q2 2026, an estimated $144K.
WesBanco Bank first reported a position in Invesco Preferred ETF in Q1 2023 and held it in 13 quarters.
WesBanco Bank's Invesco Preferred ETF position peaked at $148K in Q4 2025.
253 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on WesBanco Bank's 13F filing for Q2 2026, filed 28 Jul 2026.