WA
PGX icon

Westfuller Advisors’s Invesco Preferred ETF PGX Stock Holding History

Westfuller Advisors’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 		$3.06K Hold
282
– – ﹤0.01% 632
2026
Q1 		$3.07K Buy
282
+37
+15% +$418 ﹤0.01% 595
2025
Q4 		$2.75K Hold
245
– – ﹤0.01% 632
2025
Q3 		$2.84K Buy
+245
New +$2.81K ﹤0.01% 597

Other funds holding PGX

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BT
Banque Transatlantique Paris, France $4.66B AUM 33.26% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $472M AUM

Westfuller Advisors's PGX Position: Q2 2026 in Review

Westfuller Advisors held its Invesco Preferred ETF (PGX) position steady in Q2 2026 at 282 shares worth $3.06K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

Westfuller Advisors first reported a position in PGX in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.07K in Q1 2026. 187 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

  • Westfuller Advisors held 282 shares of Invesco Preferred ETF worth $3.06K as of Q2 2026.
  • Westfuller Advisors left its Invesco Preferred ETF share count unchanged in Q2 2026.
  • Invesco Preferred ETF made up ﹤0.01% of Westfuller Advisors's portfolio in Q2 2026, its #632 holding.
  • Westfuller Advisors first reported a position in Invesco Preferred ETF in Q3 2025 and has held it in 4 quarters since.
  • Westfuller Advisors's Invesco Preferred ETF position peaked at $3.07K in Q1 2026.
  • 187 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.