Creekside Partners’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
$383K Buy
34,368
+65
+0.2% +$723 0.18% 119
2025
Q1
$385K Buy
34,303
+65
+0.2% +$729 0.2% 109
2024
Q4
$395K Sell
34,238
-749
-2% -$8.64K 0.2% 109
2024
Q3
$432K Buy
34,987
+62
+0.2% +$766 0.22% 101
2024
Q2
$403K Buy
+34,925
New +$403K 0.22% 107