Elevation Wealth 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
2024
Q1
Sell
-11,705
Closed -$128K 497
2023
Q4
$128K Buy
+11,705
New +$128K 0.08% 132