Wilson & Boucher Capital Management’s Invesco Preferred ETF PGX Stock Holding History

Wilson & Boucher Capital 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 Q1	$245K	Hold	22,500	–	–	0.16%	102
2025 Q4	$253K	Hold	22,500	–	–	0.17%	103
2025 Q3	$261K	Sell	22,500 -900	-4%	-$10.3K	0.17%	100
2025 Q2	$260K	Hold	23,400	–	–	0.18%	99
2025 Q1	$263K	Sell	23,400 -1,000	-4%	-$11.6K	0.2%	98
2024 Q4	$281K	Hold	24,400	–	–	0.2%	97
2024 Q3	$301K	Sell	24,400 -800	-3%	-$9.55K	0.21%	96
2024 Q2	$291K	Hold	25,200	–	–	0.22%	91
2024 Q1	$299K	Hold	25,200	–	–	0.24%	90
2023 Q4	$289K	Sell	25,200 -800	-3%	-$8.73K	0.24%	88
2023 Q3	$285K	Hold	26,000	–	–	0.27%	84
2023 Q2	$296K	Sell	26,000 -1,000	-4%	-$11.3K	0.27%	83
2023 Q1	$310K	Sell	27,000 -1,700	-6%	-$20.4K	0.3%	80
2022 Q4	$321K	Sell	28,700 -2,700	-9%	-$31.2K	0.33%	78
2022 Q3	$373K	Hold	31,400	–	–	0.43%	67
2022 Q2	$387K	Hold	31,400	–	–	0.43%	71
2022 Q1	$426K	Hold	31,400	–	–	0.39%	73
2021 Q4	$471K	Buy	+31,400	New	+$468K	0.42%	70

Other funds holding PGX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SAMC

Spectrum Asset Management (Connecticut) Stamford, Connecticut $69.6M AUM 1.92% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Wilson & Boucher Capital Management's PGX Position: Q1 2026 in Review

Wilson & Boucher Capital Management held its Invesco Preferred ETF (PGX) position steady in Q1 2026 at 22,500 shares worth $245K. The position accounts for 0.16% of the portfolio, ranked #102.

Wilson & Boucher Capital Management first reported a position in PGX in Q4 2021 and has held it in 18 quarters since. The position peaked at $471K in Q4 2021. 414 funds tracked by Wall St. Rank hold PGX as of Q1 2026.

Wilson & Boucher Capital Management held 22,500 shares of Invesco Preferred ETF worth $245K as of Q1 2026.
Wilson & Boucher Capital Management left its Invesco Preferred ETF share count unchanged in Q1 2026.
Invesco Preferred ETF made up 0.16% of Wilson & Boucher Capital Management's portfolio in Q1 2026, its #102 holding.
Wilson & Boucher Capital Management first reported a position in Invesco Preferred ETF in Q4 2021 and has held it in 18 quarters since.
Wilson & Boucher Capital Management's Invesco Preferred ETF position peaked at $471K in Q4 2021.
414 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q1 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q1 2026, filed 18 May 2026.