EP Wealth Advisors’s Invesco Preferred ETF PGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,061
| Closed | -$139K | – | 1351 |
|
|
2024
Q4 | $139K | Buy |
+12,061
| New | +$139K | ﹤0.01% | 1156 |
|
|
2024
Q2 | – | Sell |
-19,401
| Closed | -$230K | – | 882 |
|
|
2024
Q1 | $230K | Buy |
+19,401
| New | +$230K | ﹤0.01% | 703 |
|
|
2020
Q1 | – | Sell |
-10,312
| Closed | -$155K | – | 416 |
|
|
2019
Q4 | $155K | Buy |
+10,312
| New | +$155K | 0.01% | 406 |
|