Cherry Tree Wealth Management’s Invesco Preferred ETF PGX Stock Holding History

Cherry Tree Wealth Management’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	$979K	Sell
2025 Q2	$1.37M	Sell
2025 Q1	$1.47M	Sell
2024 Q4	$5.72M	Buy
2024 Q3	$6.07M	Buy
2024 Q2	$5.63M	Sell
2024 Q1	$5.94M	Buy
2023 Q4	$5.72M	Buy
2023 Q3	$5M	Buy
2023 Q2	$4.89M	Buy