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Carnegie Lake Advisors’s Invesco Preferred ETF PGX Stock Holding History

Carnegie Lake Advisors’s Portfolio PGX Stock Details PGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$142K Sell
12,720
-332
-3% -$3.71K 0.06% 155
2025
Q1 		$146K Sell
13,052
-3,500
-21% -$39.2K 0.06% 152
2024
Q4 		$191K Hold
16,552
– – 0.08% 150
2024
Q3 		$204K Buy
+16,552
New +$204K 0.08% 146