AWM
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Activest Wealth Management’s Invesco Preferred ETF PGX Stock Holding History

Activest Wealth Management’s Portfolio PGX Stock Details PGX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Hold
0
– – – 1314
2023
Q1 		– Sell
-17,920
Closed -$200K – 485
2022
Q4 		$200K Hold
17,920
– – 0.06% 85
2022
Q3 		$213K Buy
+17,920
New +$213K 0.07% 79