Bernard Wealth Management’s Invesco Preferred ETF PGX Stock Holding History

Bernard Wealth Management’s Portfolio PGX Stock Details PGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$16.1K	Sell
2025 Q2	$18K	Buy
2025 Q1	$18K	Sell
2024 Q4	$20.2K	Buy