Atria Wealth Solutions’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 Q2	$249K	Sell	22,357 -27,593	-55%	-$304K	0.01%	1254
2025 Q1	$560K	Buy	49,950 +12,361	+33%	+$143K	0.01%	1150
2024 Q4	$433K	Sell	37,589 -944	-2%	-$11.4K	﹤0.01%	1344
2024 Q3	$476K	Sell	38,533 -2,403	-6%	-$28.7K	0.01%	1273
2024 Q2	$473K	Sell	40,936 -16,139	-28%	-$187K	0.01%	1266
2024 Q1	$678K	Buy	57,075 +13,332	+30%	+$157K	0.01%	1106
2023 Q4	$502K	Sell	43,743 -6,650	-13%	-$72.6K	0.01%	1211
2023 Q3	$552K	Sell	50,393 -6,462	-11%	-$72.3K	0.01%	1088
2023 Q2	$646K	Sell	56,855 -4,269	-7%	-$48.4K	0.01%	1040
2023 Q1	$702K	Sell	61,124 -4,877	-7%	-$58.5K	0.01%	961
2022 Q4	$738K	Buy	66,001 +16,569	+34%	+$192K	0.01%	895
2022 Q3	$587K	Buy	49,432 +4,233	+9%	+$53.3K	0.01%	935
2022 Q2	$558K	Sell	45,199 -12,616	-22%	-$159K	0.01%	914
2022 Q1	$785K	Buy	+57,815	New	+$805K	0.01%	826