Westside Investment Management’s Invesco Preferred ETF PGX Stock Holding History

Westside Investment 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	-32	Closed	-$348	–	1491
2026 Q1	$348	Hold	32	–	–	﹤0.01%	1437
2025 Q4	$360	Sell	32 -672	-95%	-$7.66K	﹤0.01%	1446
2025 Q3	$8.17K	Hold	704	–	–	﹤0.01%	1156
2025 Q2	$7.83K	Hold	704	–	–	﹤0.01%	1035
2025 Q1	$7.9K	Hold	704	–	–	﹤0.01%	718
2024 Q4	$8.12K	Hold	704	–	–	﹤0.01%	715
2024 Q3	$8.69K	Hold	704	–	–	﹤0.01%	701
2024 Q2	$8.13K	Hold	704	–	–	﹤0.01%	689
2024 Q1	$8.36K	Hold	704	–	–	﹤0.01%	658
2023 Q4	$8.07K	Hold	704	–	–	﹤0.01%	635
2023 Q3	$7.71K	Hold	704	–	–	﹤0.01%	633
2023 Q2	$8.01K	Hold	704	–	–	﹤0.01%	633
2023 Q1	$8.08K	Hold	704	–	–	﹤0.01%	627
2022 Q4	$7	Hold	704	–	–	﹤0.01%	653
2022 Q3	$8	Hold	704	–	–	﹤0.01%	632
2022 Q2	$8	Hold	704	–	–	﹤0.01%	632
2022 Q1	$9	Buy	704 +1	+0.1%	+$14	﹤0.01%	624
2021 Q4	$10	Hold	703	–	–	﹤0.01%	592
2021 Q3	$10	Hold	703	–	–	﹤0.01%	583
2021 Q2	$10	Hold	703	–	–	﹤0.01%	575
2021 Q1	$10	Buy	+703	New	+$10.5K	﹤0.01%	558

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Westside Investment Management's PGX Position: Q2 2026 in Review

Westside Investment Management sold out of Invesco Preferred ETF (PGX) in Q2 2026, closing a stake of 32 shares — an estimated $348 sold.

Westside Investment Management first reported a position in PGX in Q1 2021 and held it in 21 quarters. The position peaked at $8.69K in Q3 2024. 407 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Westside Investment Management reported no remaining Invesco Preferred ETF position as of Q2 2026 after selling out during the quarter.
Westside Investment Management sold 32 Invesco Preferred ETF shares in Q2 2026, an estimated $348.
Westside Investment Management first reported a position in Invesco Preferred ETF in Q1 2021 and held it in 21 quarters.
Westside Investment Management's Invesco Preferred ETF position peaked at $8.69K in Q3 2024.
407 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.