Creative Planning’s Invesco Preferred ETF PGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.68M | Buy |
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|
2025
Q1 | $9.53M | Sell |
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|
2024
Q4 | $10.2M | Buy |
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|
2024
Q3 | $10.3M | Sell |
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|
2024
Q2 | $9.66M | Sell |
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|
2024
Q1 | $10.2M | Sell |
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|
2023
Q4 | $9.86M | Sell |
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|
2023
Q3 | $9.7M | Sell |
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|
2023
Q2 | $10.3M | Sell |
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|
2023
Q1 | $10.5M | Sell |
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|
2022
Q4 | $10.3M | Buy |
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|
2022
Q3 | $10.6M | Buy |
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|
2022
Q2 | $10.7M | Buy |
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|
2022
Q1 | $11.1M | Sell |
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|
2021
Q4 | $12.8M | Sell |
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|
2021
Q3 | $13.2M | Buy |
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|
2021
Q2 | $1.56M | Sell |
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|
2021
Q1 | $11.1M | Sell |
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|
2020
Q4 | $11.3M | Buy |
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|
2020
Q3 | $10.7M | Buy |
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|
2020
Q2 | $2.58M | Buy |
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|
2020
Q1 | $835K | Buy |
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|
2019
Q4 | $904K | Buy |
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|
2019
Q3 | $749K | Sell |
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|
2019
Q2 | $854K | Sell |
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|
2019
Q1 | $1.2M | Sell |
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|
2018
Q4 | $1.41M | Sell |
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|
2018
Q3 | $25.1M | Sell |
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|
2018
Q2 | $31.3M | Sell |
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|
2018
Q1 | $36.1M | Sell |
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|
2017
Q4 | $40.1M | Buy |
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|
2017
Q3 | $37.7M | Sell |
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|
2017
Q2 | $38.5M | Sell |
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|
2017
Q1 | $39M | Buy |
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|
2016
Q4 | $36.6M | Buy |
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|
2016
Q3 | $35.2M | Sell |
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|
2016
Q2 | $35.7M | Sell |
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|
2016
Q1 | $35.6M | Buy |
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|
2015
Q4 | $26.2M | Sell |
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|
2015
Q3 | $26.2M | Buy |
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|
2015
Q2 | $22.7M | Buy |
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|
2015
Q1 | $17.9M | Buy |
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|
2014
Q4 | $17.4M | Buy |
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|
2014
Q3 | $16.4M | Buy |
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|
2014
Q2 | $16.2M | Sell |
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|
2014
Q1 | $16M | Sell |
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|
2013
Q4 | $15.4M | Sell |
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|
2013
Q3 | $19.4M | Buy |
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|
2013
Q2 | $19.5M | Buy |
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