EP Wealth Advisors’s Invesco Preferred ETF PGX Stock Holding History

EP Wealth Advisors’s Portfolio PGX Stock Details PGX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$139K	Buy
2024 Q2	–	Sell
2024 Q1	$230K	Buy
2020 Q1	–	Sell
2019 Q4	$155K	Buy