CreativeOne Wealth’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
Q3 | $677K | Buy |
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|
2025
Q2 | $142K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $232K | Buy |
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|
2023
Q4 | $117K | Sell |
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|
2023
Q3 | $158K | Sell |
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|
2023
Q2 | $248K | Sell |
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|
2023
Q1 | $282K | Buy |
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|
2022
Q4 | $269K | Sell |
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|
2022
Q3 | $291K | Sell |
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|
2022
Q2 | $396K | Sell |
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|
2022
Q1 | $537K | Sell |
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|
2021
Q4 | $641K | Sell |
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|
2021
Q3 | $836K | Buy |
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|
2021
Q2 | $827K | Sell |
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|
2021
Q1 | $941K | Buy |
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|
2020
Q4 | $949K | Buy |
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|
2020
Q3 | $448K | Sell |
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|
2020
Q2 | $511K | Buy |
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|
2020
Q1 | $286K | Sell |
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|
2019
Q4 | $364K | Buy |
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|
2019
Q3 | $340K | Buy |
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|
2019
Q2 | $262K | Sell |
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|
2019
Q1 | $334K | Sell |
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|
2018
Q4 | $394K | Buy |
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|
2018
Q3 | $294K | Sell |
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|
2018
Q2 | $515K | Buy |
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|
2018
Q1 | $247K | Buy |
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