Avantax Advisory Services’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 | $327K | Sell |
29,388
-7,143
| -20% | -$79.5K | ﹤0.01% | 1843 |
|
|
2025
Q1 | $410K | Buy |
36,531
+1,345
| +4% | +$15.1K | ﹤0.01% | 1642 |
|
|
2024
Q4 | $406K | Sell |
35,186
-1,052
| -3% | -$12.1K | ﹤0.01% | 1582 |
|
|
2024
Q3 | $448K | Sell |
36,238
-63,263
| -64% | -$781K | ﹤0.01% | 1486 |
|
|
2024
Q2 | $1.15M | Sell |
99,501
-10,467
| -10% | -$121K | 0.01% | 907 |
|
|
2024
Q1 | $1.31M | Buy |
109,968
+2,490
| +2% | +$29.6K | 0.01% | 666 |
|
|
2023
Q4 | $1.23M | Buy |
107,478
+6,019
| +6% | +$69K | 0.01% | 645 |
|
|
2023
Q3 | $1.11M | Buy |
101,459
+2,717
| +3% | +$29.8K | 0.01% | 645 |
|
|
2023
Q2 | $1.12M | Sell |
98,742
-11,227
| -10% | -$128K | 0.01% | 643 |
|
|
2023
Q1 | $1.26M | Buy |
109,969
+5,904
| +6% | +$67.8K | 0.02% | 585 |
|
|
2022
Q4 | $1.16M | Sell |
104,065
-17,102
| -14% | -$191K | 0.02% | 587 |
|
|
2022
Q3 | $1.44M | Buy |
121,167
+4,130
| +4% | +$49K | 0.02% | 454 |
|
|
2022
Q2 | $1.44M | Buy |
117,037
+1,714
| +1% | +$21.1K | 0.02% | 456 |
|
|
2022
Q1 | $1.56M | Buy |
115,323
+1,529
| +1% | +$20.7K | 0.02% | 435 |
|
|
2021
Q4 | $1.71M | Buy |
113,794
+3,630
| +3% | +$54.5K | 0.03% | 394 |
|
|
2021
Q3 | $1.66M | Sell |
110,164
-15,466
| -12% | -$233K | 0.03% | 378 |
|
|
2021
Q2 | $1.92M | Buy |
125,630
+9,811
| +8% | +$150K | 0.03% | 333 |
|
|
2021
Q1 | $1.74M | Sell |
115,819
-4,461
| -4% | -$67.1K | 0.04% | 316 |
|
|
2020
Q4 | $1.84M | Sell |
120,280
-115,306
| -49% | -$1.76M | 0.04% | 283 |
|
|
2020
Q3 | $3.46M | Buy |
235,586
+151,194
| +179% | +$2.22M | 0.06% | 259 |
|
|
2020
Q2 | $1.19M | Buy |
84,392
+1,762
| +2% | +$24.8K | 0.03% | 311 |
|
|
2020
Q1 | $1.08M | Sell |
82,630
-4,611
| -5% | -$60.5K | 0.03% | 286 |
|
|
2019
Q4 | $1.32M | Buy |
+87,241
| New | +$1.32M | 0.03% | 285 |
|