Beacon Pointe Advisors’s Invesco Preferred ETF PGX Stock Holding History

Beacon Pointe Advisors’s Portfolio PGX Stock Details PGX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$129K	Sell
2025 Q1	$139K	Sell
2024 Q4	$146K	Buy
2024 Q3	$155K	Sell
2024 Q2	$173K	Sell
2024 Q1	$671K	Sell
2023 Q4	$1.06M	Sell
2023 Q3	$1.32M	Buy
2023 Q2	–	Sell
2023 Q1	$1.51M	Buy