AWA
Amplius Wealth Advisors’s Invesco Preferred ETF PGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Hold |
24,761
| – | – | 0.03% | 164 |
|
|
2025
Q1 | $278K | Hold |
24,761
| – | – | 0.03% | 143 |
|
|
2024
Q4 | $285K | Hold |
24,761
| – | – | 0.03% | 140 |
|
|
2024
Q3 | $306K | Hold |
24,761
| – | – | 0.03% | 129 |
|
|
2024
Q2 | $286K | Hold |
24,761
| – | – | 0.03% | 132 |
|
|
2024
Q1 | $294K | Hold |
24,761
| – | – | 0.03% | 130 |
|
|
2023
Q4 | $284K | Hold |
24,761
| – | – | 0.03% | 129 |
|
|
2023
Q3 | $271K | Hold |
24,761
| – | – | 0.04% | 128 |
|
|
2023
Q2 | $282K | Hold |
24,761
| – | – | 0.04% | 127 |
|
|
2023
Q1 | $284K | Hold |
24,761
| – | – | 0.04% | 129 |
|
|
2022
Q4 | $277K | Buy |
24,761
+9,761
| +65% | +$109K | 0.04% | 126 |
|
|
2022
Q3 | $178K | Hold |
15,000
| – | – | 0.03% | 153 |
|
|
2022
Q2 | $185K | Hold |
15,000
| – | – | 0.03% | 162 |
|
|
2022
Q1 | $203K | Hold |
15,000
| – | – | 0.03% | 170 |
|
|
2021
Q4 | $225K | Buy |
+15,000
| New | +$225K | 0.03% | 176 |
|