CIA
Concurrent Investment Advisors’s Invesco Preferred ETF PGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $672K | Buy |
60,368
+5,263
| +10% | +$58.6K | 0.01% | 739 |
|
|
2025
Q1 | $618K | Buy |
55,105
+41,477
| +304% | +$465K | 0.02% | 681 |
|
|
2024
Q4 | $157K | Sell |
13,628
-4,426
| -25% | -$51K | ﹤0.01% | 1001 |
|
|
2024
Q3 | $223K | Buy |
+18,054
| New | +$223K | 0.01% | 887 |
|