Wiser Advisor Group’s Invesco Preferred ETF PGX Stock Holding History

Wiser Advisor Group’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	$297K	Buy	27,359 +261	+1%	+$2.88K	0.32%	45
2026 Q1	$295K	Buy	27,098 +40	+0.1%	+$452	0.36%	46
2025 Q4	$304K	Buy	27,058 +40	+0.1%	+$456	0.35%	48
2025 Q3	$313K	Buy	+27,018	New	+$309K	0.39%	47
2025 Q2	–	Sell	-27,318	Closed	-$307K	–	193
2025 Q1	$307K	Buy	27,318 +42	+0.2%	+$486	0.45%	42
2024 Q4	$314K	Sell	27,276 -1,976	-7%	-$23.8K	0.46%	39
2024 Q3	$361K	Sell	29,252 -2,334	-7%	-$27.9K	0.54%	37
2024 Q2	$365K	Buy	31,586 +39	+0.1%	+$451	0.57%	36
2024 Q1	$375K	Buy	31,547 +37	+0.1%	+$436	0.59%	38
2023 Q4	$361K	Buy	+31,510	New	+$344K	0.6%	35

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

Wiser Advisor Group's PGX Position: Q2 2026 in Review

Wiser Advisor Group increased its Invesco Preferred ETF (PGX) stake by 0.96% in Q2 2026, buying an estimated $2.88K and bringing the position to 27,359 shares worth $297K. The position accounts for 0.32% of the portfolio, ranked #45.

Wiser Advisor Group first reported a position in PGX in Q4 2023 and has held it in 10 quarters since. The position peaked at $375K in Q1 2024. 407 funds tracked by Wall St. Rank hold PGX as of Q2 2026.

Wiser Advisor Group held 27,359 shares of Invesco Preferred ETF worth $297K as of Q2 2026.
Wiser Advisor Group bought 261 Invesco Preferred ETF shares in Q2 2026, an estimated $2.88K.
Invesco Preferred ETF made up 0.32% of Wiser Advisor Group's portfolio in Q2 2026, its #45 holding.
Wiser Advisor Group first reported a position in Invesco Preferred ETF in Q4 2023 and has held it in 10 quarters since.
Wiser Advisor Group's Invesco Preferred ETF position peaked at $375K in Q1 2024.
407 funds tracked by Wall St. Rank held Invesco Preferred ETF as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.