BPA
Beacon Pointe Advisors’s Invesco Preferred ETF PGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $129K | Sell |
11,624
-749
| -6% | -$8.34K | ﹤0.01% | 1189 |
|
|
2025
Q1 | $139K | Sell |
12,373
-247
| -2% | -$2.77K | ﹤0.01% | 1157 |
|
|
2024
Q4 | $146K | Buy |
12,620
+44
| +0.3% | +$507 | ﹤0.01% | 1151 |
|
|
2024
Q3 | $155K | Sell |
12,576
-2,431
| -16% | -$30K | ﹤0.01% | 1162 |
|
|
2024
Q2 | $173K | Sell |
15,007
-41,447
| -73% | -$479K | ﹤0.01% | 1183 |
|
|
2024
Q1 | $671K | Sell |
56,454
-35,799
| -39% | -$425K | 0.01% | 799 |
|
|
2023
Q4 | $1.06M | Sell |
92,253
-28,726
| -24% | -$329K | 0.01% | 642 |
|
|
2023
Q3 | $1.32M | Buy |
+120,979
| New | +$1.32M | 0.02% | 549 |
|
|
2023
Q2 | – | Sell |
-131,411
| Closed | -$1.51M | – | 1157 |
|
|
2023
Q1 | $1.51M | Buy |
+131,411
| New | +$1.51M | 0.03% | 453 |
|