WWM
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Western Wealth Management’s Invesco Preferred ETF PGX Stock Holding History

Western Wealth Management’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
-12,742
Closed -$139K – 1039
2026
Q1 		$139K Sell
12,742
-14,613
-53% -$165K 0.01% 939
2025
Q4 		$307K Buy
27,355
+10,463
+62% +$119K 0.01% 650
2025
Q3 		$196K Sell
16,892
-1,034
-6% -$11.8K 0.01% 744
2025
Q2 		$200K Sell
17,926
-1,713
-9% -$18.9K 0.01% 703
2025
Q1 		$220K Sell
19,639
-5,925
-23% -$68.6K 0.01% 622
2024
Q4 		$295K Sell
25,564
-991
-4% -$11.9K 0.02% 618
2024
Q3 		$328K Sell
26,555
-436
-2% -$5.2K 0.02% 571
2024
Q2 		$312K Sell
26,991
-2,681
-9% -$31K 0.02% 486
2024
Q1 		$353K Sell
29,672
-54,252
-65% -$639K 0.03% 460
2023
Q4 		$963K Buy
83,924
+58,109
+225% +$634K 0.07% 283
2023
Q3 		$283K Buy
25,815
+8,747
+51% +$97.8K 0.02% 523
2023
Q2 		$194K Buy
17,068
+5,386
+46% +$61.1K 0.02% 614
2023
Q1 		$134K Sell
11,682
-740
-6% -$8.88K 0.01% 617
2022
Q4 		$139K Sell
12,422
-12,422
-50% -$144K 0.01% 586
2022
Q3 		$295K Hold
24,844
– – 0.02% 634
2022
Q2 		$306K Sell
24,844
-8,232
-25% -$103K 0.02% 603
2022
Q1 		$448K Sell
33,076
-14,855
-31% -$207K 0.02% 560
2021
Q4 		$724K Buy
+47,931
New +$714K 0.07% 258
2021
Q2 		$725K Buy
47,277
+14,270
+43% +$216K 0.07% 275
2021
Q1 		$495K Sell
33,007
-9,120
-22% -$136K 0.07% 275
2020
Q4 		$643K Sell
42,127
-1,713
-4% -$25.7K 0.09% 214
2020
Q3 		$646K Buy
43,840
+1,481
+3% +$21.7K 0.11% 200
2020
Q2 		$598K Sell
42,359
-4,101
-9% -$57.5K 0.11% 195
2020
Q1 		$616K Sell
46,460
-2,200
-5% -$31.6K 0.14% 159
2019
Q4 		$730K Buy
48,660
+2,265
+5% +$33.8K 0.11% 179
2019
Q3 		$704K Buy
46,395
+4,527
+11% +$67.4K 0.15% 162
2019
Q2 		$614K Buy
41,868
+7,296
+21% +$106K 0.08% 194
2019
Q1 		$505K Buy
34,572
+15,246
+79% +$217K 0.11% 209
2018
Q4 		$263K Buy
+19,326
New +$267K 0.07% 272

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

Western Wealth Management's PGX Position: Q2 2026 in Review

Western Wealth Management sold out of Invesco Preferred ETF (PGX) in Q2 2026, closing a stake of 12,742 shares — an estimated $139K sold.

Western Wealth Management first reported a position in PGX in Q4 2018 and held it in 29 quarters. The position peaked at $963K in Q4 2023. 408 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Western Wealth Management reported no remaining Invesco Preferred ETF position as of Q2 2026 after selling out during the quarter.
  • Western Wealth Management sold 12,742 Invesco Preferred ETF shares in Q2 2026, an estimated $139K.
  • Western Wealth Management first reported a position in Invesco Preferred ETF in Q4 2018 and held it in 29 quarters.
  • Western Wealth Management's Invesco Preferred ETF position peaked at $963K in Q4 2023.
  • 408 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.