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

Western Wealth Management's PGX Position: Q1 2026 in Review

Western Wealth Management reduced its Invesco Preferred ETF (PGX) stake by 53% in Q1 2026, selling an estimated $165K and leaving 12,742 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #939.

Western Wealth Management first reported a position in PGX in Q4 2018 and has held it in 29 quarters since. The position peaked at $963K in Q4 2023. 413 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

• Western Wealth Management held 12,742 shares of Invesco Preferred ETF worth $139K as of Q1 2026.
• Western Wealth Management sold 14,613 Invesco Preferred ETF shares in Q1 2026, an estimated $165K.
• Invesco Preferred ETF made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #939 holding.
• Western Wealth Management first reported a position in Invesco Preferred ETF in Q4 2018 and has held it in 29 quarters since.
• Western Wealth Management's Invesco Preferred ETF position peaked at $963K in Q4 2023.
• 413 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.