AWM
Accel Wealth Management’s Invesco Preferred ETF PGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $476K | Sell |
42,742
-6,985
| -14% | -$77.7K | 0.16% | 143 |
|
|
2025
Q1 | $558K | Sell |
49,727
-5,311
| -10% | -$59.6K | 0.2% | 116 |
|
|
2024
Q4 | $635K | Sell |
55,038
-3,206
| -6% | -$37K | 0.24% | 106 |
|
|
2024
Q3 | $719K | Sell |
58,244
-8,865
| -13% | -$109K | 0.27% | 92 |
|
|
2024
Q2 | $775K | Sell |
67,109
-5,516
| -8% | -$63.7K | 0.31% | 79 |
|
|
2024
Q1 | $863K | Sell |
72,625
-4,998
| -6% | -$59.4K | 0.37% | 72 |
|
|
2023
Q4 | $890K | Sell |
77,623
-7,729
| -9% | -$88.7K | 0.45% | 64 |
|
|
2023
Q3 | $935K | Sell |
85,352
-7,785
| -8% | -$85.2K | 0.52% | 56 |
|
|
2023
Q2 | $1.06M | Sell |
93,137
-7,587
| -8% | -$86.3K | 0.58% | 51 |
|
|
2023
Q1 | $1.16M | Sell |
100,724
-1,528
| -1% | -$17.5K | 0.47% | 56 |
|
|
2022
Q4 | $1.14M | Buy |
102,252
+1,499
| +1% | +$16.8K | 0.55% | 51 |
|
|
2022
Q3 | $1.21M | Sell |
100,753
-2,196
| -2% | -$26.4K | 0.65% | 46 |
|
|
2022
Q2 | $1.3M | Sell |
102,949
-9,679
| -9% | -$122K | 0.75% | 37 |
|
|
2022
Q1 | $1.52M | Sell |
112,628
-1,674
| -1% | -$22.6K | 0.78% | 37 |
|
|
2021
Q4 | $1.72M | Sell |
114,302
-931
| -0.8% | -$14K | 0.84% | 35 |
|
|
2021
Q3 | $1.73M | Buy |
115,233
+13,487
| +13% | +$203K | 1.12% | 21 |
|
|
2021
Q2 | $1.56M | Buy |
101,746
+2,928
| +3% | +$44.9K | 1.03% | 20 |
|
|
2021
Q1 | $1.48M | Sell |
98,818
-1,046
| -1% | -$15.7K | 1.2% | 17 |
|
|
2020
Q4 | $1.52M | Buy |
+99,864
| New | +$1.52M | 1.42% | 11 |
|