Avantax Advisory Services’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 | $327K | Sell |
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|
2025
Q1 | $410K | Buy |
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|
2024
Q4 | $406K | Sell |
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|
2024
Q3 | $448K | Sell |
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|
2024
Q2 | $1.15M | Sell |
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|
2024
Q1 | $1.31M | Buy |
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|
2023
Q4 | $1.23M | Buy |
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|
2023
Q3 | $1.11M | Buy |
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|
2023
Q2 | $1.12M | Sell |
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|
2023
Q1 | $1.26M | Buy |
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|
2022
Q4 | $1.16M | Sell |
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|
2022
Q3 | $1.44M | Buy |
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|
2022
Q2 | $1.44M | Buy |
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|
2022
Q1 | $1.56M | Buy |
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|
2021
Q4 | $1.71M | Buy |
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|
2021
Q3 | $1.66M | Sell |
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|
2021
Q2 | $1.92M | Buy |
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|
2021
Q1 | $1.74M | Sell |
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|
2020
Q4 | $1.84M | Sell |
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|
2020
Q3 | $3.46M | Buy |
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|
2020
Q2 | $1.19M | Buy |
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|
2020
Q1 | $1.08M | Sell |
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|
2019
Q4 | $1.32M | Buy |
|