Coordinated Financial Services’s Invesco Preferred ETF PGX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$130K	Buy	11,674 +340	+3%	+$3.78K	0.09%	147
2025 Q1	$127K	Buy	11,334 +133	+1%	+$1.49K	0.1%	137
2024 Q4	$129K	Buy	+11,201	New	+$129K	0.1%	135
2024 Q2	$152K	Buy	13,177 +12	+0.1%	+$139	0.13%	129
2024 Q1	$156K	Buy	+13,165	New	+$156K	0.14%	132