Apella Capital’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $212K | Sell |
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|
2025
Q2 | $216K | Buy |
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|
2025
Q1 | $211K | Buy |
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|
2024
Q4 | $217K | Sell |
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|
2024
Q3 | $309K | Sell |
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|
2024
Q2 | $326K | Sell |
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|
2024
Q1 | $362K | Sell |
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|
2023
Q4 | $356K | Sell |
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|
2023
Q3 | $366K | Buy |
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|
2023
Q2 | $376K | Buy |
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|
2022
Q4 | $401K | Sell |
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|
2022
Q3 | $507K | Sell |
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|
2022
Q2 | $567K | Buy |
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|
2022
Q1 | $603K | Sell |
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|
2021
Q4 | $943K | Sell |
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|
2021
Q3 | $2.16M | Buy |
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|
2021
Q2 | $2.17M | Buy |
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