Ashton Thomas Private Wealth’s Invesco Preferred ETF PGX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$661K Buy
59,384
+89
+0.2% +$991 0.02% 507
2025
Q1
$665K Sell
59,295
-725
-1% -$8.14K 0.03% 480
2024
Q4
$692K Sell
60,020
-78
-0.1% -$899 0.03% 461
2024
Q3
$742K Sell
60,098
-56
-0.1% -$692 0.04% 370
2024
Q2
$695K Sell
60,154
-916
-1% -$10.6K 0.04% 361
2024
Q1
$726K Sell
61,070
-1,100
-2% -$13.1K 0.04% 354
2023
Q4
$713K Hold
62,170
0.04% 352
2023
Q3
$681K Buy
62,170
+8,710
+16% +$95.4K 0.05% 348
2023
Q2
$608K Buy
53,460
+4,765
+10% +$54.2K 0.05% 371
2023
Q1
$559K Buy
+48,695
New +$559K 0.05% 347